fiduciary

Keeping Retirees in Your Retirement Plan
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
According to T. Rowe Price, some sponsors may anticipate that their relationship with participants — as well as their responsibilities toward them — will naturally wind down at retirement, even though only about one in five sponsors prefer participants to leave their plans when they exit the workforce. Sponsors should carefully weigh the pros and  Read More →
The Advisor Advantage: 5 Ways to Benefit from Partnering with a Retirement Plan Advisor
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
From decoding key ERISA regulations to keeping abreast of fees and providing educational support to workers, there are many responsibilities that plan sponsors possess. Some business owners even forgo offering a 401(k) to their employees because they fear they don’t have the time or expertise to manage a plan. However, whether it’s helping to attract  Read More →
IRS/DOL Audits Are Increasing Dramatically: Are You Ready?
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
It’s no secret that the Internal Revenue Service (IRS) and Department of Labor (DOL) have recently been ramping up retirement plan audits. While an audit may initially seem overwhelming, if you are properly prepared, it can be a relatively quick and painless process. If/when you are notified of an audit, early preparation can help streamline  Read More →

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