financial education

AI Used Widely (Though Not Always Wisely) for Retirement Planning
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
AI is now a copilot for everyday tasks, helping people with emails, meal planning, workout routines, and more. It’s also impacting how participants approach retirement planning. AI’s Growing Influence on Financial Decision Making While health and wellness rank as a top use case for AI (44%), finance is a close second (41%), according to a  Read More →
How Are Employers Measuring Participant Success within Retirement Plans?
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
The ultimate proof of retirement plan participant success is in the results: whether the employee achieves a financially secure retirement. In the meantime, employers can look at a variety of metrics to help evaluate and track plan outcomes. The 2025 PLANSPONSOR Defined Contribution Survey identified several of these metrics, summarized below. While not exhaustive, this  Read More →
IRS Issues Final Regs on Roth Mandatory Catch-ups for High Earners
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
*UPDATE: On November 14, 2025, the IRS released plan limits for 2026 and increased the definition of a highly paid individual for Roth catch-up purposes to $150,000 earned in 2025.* The IRS has finalized regulations under SECURE 2.0 that will impact how certain participants save for retirement. Under this change, employees with prior-year FICA wages  Read More →

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