QDIA

What to Expect When Changing Retirement Plan Providers
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Changing retirement plan providers can be an arduous task. Not only are there administrative and practical challenges, but there are a number of fiduciary obligations that plan sponsors must follow in order to comply with ERISA. Despite the numerous moving parts, a plan provider conversion can still run smoothly with an experienced advisor by your side,  Read More →
Top Re-Enrollment Misperceptions [Infographic]
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
How long ago did your longest-employed 401(k) plan participant select their investments and allocation? A few months ago, or perhaps a few years? Do you know? Many employees tend to select their investments and allocation upon initial enrollment and then “set it and forget it”, not revisiting their selections as they age or as major life  Read More →

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