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[VIDEO] How to Prioritize Your Savings
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
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To save or not to save? Of course you should be saving! But, it can be complicated when you don’t know where to start. Should you pay off your car loan first, or save more for retirement? Tune in to view our handy hierarchy of savings! Securities and investment advisory services are offered solely through  Read More →
Proposed DOL Rule Makes Electronic Delivery the Default Method for Plan Participant Required Notices
Team SummitEmployer Resource Center, Plan Operations & AdminComments are off for this post
In the past 17 years, since the Department of Labor promulgated its safe harbor rules for electronic delivery of required notices under ERISA, electronic delivery has slowly become the norm. As plan sponsors and recordkeepers alike strive for administrative efficiency and lower costs, it only makes sense that many prefer electronic delivery of notices. It  Read More →
Three Tax Tips that Can Help As You Approach or Begin Retirement
Team SummitFinancial Planning, Retirement PlanningComments are off for this post
Retirement is a whole new phase of life! You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes. If you’ve followed the advice of retirement plan consultants, you’re probably saving in tax-advantaged retirement accounts. These types of accounts defer taxes until withdrawal, which is typically during your  Read More →

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