financial planning

To Roth or Not to Roth
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Many 401(k) and 403(b) retirement plan participants are uncertain as to the benefits of saving their contributions on a Traditional (pre-tax) or Roth (after-tax) basis. As a reminder, although you get a current year tax deduction for pre-tax contributions, the principal and growth will be taxable in retirement.  In contrast, Roth contributions are made with  Read More →
Are You Hearing About Financial Wellness?
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Employers have heard a lot about financial wellness. However, employers don’t always recognize the connection between financial wellness and improved retirement savings behavior as well as a more productive workforce overall. All employees, no matter what generation they belong to, want to work in a friendly environment where they don’t have to stress about their  Read More →
[VIDEO] Investing for Retirement: Part 1 – Your Saving Years
Team SummitEmployee Financial Resource Center, Investment Management, Retirement PlanningComments are off for this post
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We all know that saving money for retirement is critical to living comfortably when your working years are over.  But for many, what proves to be more complicated is understanding how to invest those savings so our money can grow. Without a certain amount of growth, accumulating enough money for retirement may very difficult to  Read More →

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