beneficiary

Retirement Plan Check-Up
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. We make annual appointments to check in with our health, but shouldn’t we also be periodically checking in on our wealth? Having a financial plan for retirement is critical, but so is  Read More →
Financial Spring Cleaning
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
Could your finances use a good cleaning this spring? You may already be planning to tackle your house with a broom and a bottle of bleach, so you might as well dust off your finances while you’re at it. Check off some of those nagging financial tasks this spring so you can relax over the  Read More →
No Beneficiary Designation. Who Gets the Money?
Team SummitEmployer Resource Center, Plan Operations & AdminComments are off for this post
piggy bank
According to a recent Wall Street Journal article, retirement plans and IRAs account for about 60 percent of the assets of U.S. households investing at least $100,000¹. Both state and federal laws govern the disposition of these assets, and the results can be complicated, especially when the owner of the account has been divorced and  Read More →

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