catch-up

SECURE Act 2.0: Key Changes for 2024
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
To most, the SECURE Act 2.0 appeared to predominantly outline optional changes that go into effect over the span of 10 years. However, there are a few mandatory changes taking effect in 2024 that plan sponsors will need to comply with. These provisions require sponsors to work with their advisors, recordkeepers, and providers to develop  Read More →
SECURE Act 2.0: Modernizing Retirement Savings
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
In December of 2022, the U.S. Congress passed the Consolidated Appropriations Act, 2023, which contains a large section covering retirement referred to as SECURE 2.0. As a reminder, SECURE 2.0 is seen as building upon or enhancing the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act). Like its precursor, this  Read More →
Late to the Retirement Savings Game? [Infographic]
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
With a little planning and a commitment to saving, it’s never too late to get ahead. Here’s how:   No retirement plan can ever work if you spend everything you make. While it may seem like a sacrifice now, trimming anything out of your budget that isn’t a necessity will free up money to bankroll  Read More →

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