divorce

When It Comes to 401(k) Beneficiaries: Where There’s a Will, There Isn’t Necessarily a Way
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary GovernanceComments are off for this post
Beneficiary designations are a critical yet often neglected aspect of retirement plans. Many participants mistakenly believe that their retirement plan assets will be distributed according to their will or trust. However, retirement accounts are governed by their own rules, meaning the named beneficiary on the account will typically inherit the funds, regardless of other estate  Read More →
Understanding Social Security Nuances: Spousal, Widowed, and Divorced Benefits
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
It’s no secret that Social Security can seem very complicated, even for your, normal retirement benefit.  Layer on any life-complexities and some may feel like they need a doctorate to understand it all! Cue our friends at MFS, who prepared several FAQ documents to help clear up the confusion around Spousal Benefits, Benefits for Widows  Read More →
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 →

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