distributions

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 →
In-Plan Annuity Options Gaining Traction Once Again: Revisiting the Basics
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary GovernanceComments are off for this post
Retirement income products, or in-plan annuity options, have been available for over a decade but their utilization has been stagnant due to concerns about price, portability, and convertibility. With the recent market volatility in 2020 and the recent passing of the SECURE Act, we have seen an industry push towards the research, development, and implementation  Read More →

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