education

Effective Employee Education: Setting the Framework
Fiduciary duty requires you to provide your employees and participants with educational opportunities so they can make informed investment decisions. It’s not always easy to know what your participants need, want, or will take advantage of.  However, using a simple framework for your educational program may increase its effectiveness among employees. Provide a consistent, ongoing  Read More →
Recruit, Retain, Retire – Reframing Financial Wellness
So much of the financial wellness conversation to date has focused on the potential health care cost mitigation of adopting organizations. A more effective angle, however, may come in the form of the company’s increased ability to recruit, retain, and allow a happier workforce to retire on time. Wellness Programs Aim to Keep Employees and  Read More →
Establishing a Financial Wellness Program for Your Employees
With defined benefit plans waning and more and more Americans bearing the burden of funding their own retirement, solid financial education has never been so valuable. In fact, roughly 64% of Americans surveyed by the American Psychological Association’s 2015 Stress in America survey cited money as their top stressor, highlighting the far-reaching effects of money  Read More →

You are now leaving Summit Group 401(k) Consulting

Summit Group 401(k) Consulting provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Summit Group 401(k) Consulting, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL