financial wellness

The Unique Retirement Planning Considerations for “Single Saver” Employees
It’s been widely reported that the marriage rate among Americans has declined sharply in recent decades. According to the Census Bureau, 60.8% of households were headed by married couples in 1980. By 2024, that figure had fallen to 47.1%. Divorced, widowed, or never partnered singles can face retirement planning challenges that differ from their married  Read More →
Savings Inertia: Moving Beyond the Default
New research has revealed some telling patterns in employee retirement plan contribution rates. According to PLANSPONSOR’s 2025 Participant Survey, nearly 4 in 10 participants said that, when choosing their rate, they simply stayed with the plan’s default setting. What this means is that the default doesn’t always just start the retirement savings journey. For a  Read More →
Prescription for Proactivity: Other Benefit Developments Employers Should Watch
Prescription drug costs remain one of the biggest challenges for both employers and employees. In 2025, the Trump administration continued to use executive orders as a key policy tool to influence federal rulemaking, particularly in the realm of employee benefit plans. While executive orders do not have the force of law, they serve as strategic  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