retirement plan

Fiduciary Hot Topics – Winter 2022
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
As we settle into the new year, we will continue to see plenty of new developments within the retirement plan landscape. Read on for a snapshot of current hot topics. Public Pension Plans Hope to Increase Returns by Taking on More Investment Risk through “Alternative Investments” Public pension plans today face a significant funding gap.  Read More →
Measuring Financial Wellness
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Establishing financial wellness metrics has become increasingly important over the past year. The COVID-19 pandemic has created economic hardships for many American families, depleting emergency funds for some, and forcing others to take on additional debt to cover necessary expenses. At work, the resulting stress can lead to increased absenteeism, decreased productivity, and greater health  Read More →
To Bundle or Not to Bundle: What’s Best for Your Business Is the Question?
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
Whether to use bundled or unbundled service providers is an important decision for your retirement plan. A fully bundled arrangement provides an easy, one-stop-shop for services while unbundling separates functions and uses a third-party administrator (TPA), distinct from the recordkeeper. While there is no right or wrong answer to this question, weighing the advantages of  Read More →

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