retirement plan

Back to School for Fiduciaries
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Can you hear the bells ringing? (Or Zoom call dinging?) It’s that time of year to review your to-do list of fiduciary responsibilities. Fiduciary education is critical. Ask yourself the following questions to make sure you are on top of your responsibilities and liabilities. If not, it’s time to start studying! Are you practicing procedural  Read More →
Retirement Plan Check-Up
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. We make annual appointments to check in with our health, but shouldn’t we also be periodically checking in on our wealth? Having a financial plan for retirement is critical, but so is  Read More →
DOL Issues Updated Electronic Disclosure Rules
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
With mounting pressure to streamline retirement plan notice delivery and to help ensure delivery requirements can efficiently be met, the Department of Labor has issued updated electronic disclosure rules in the form of a new electronic delivery safe harbor provision. The new safe harbor permits the following two optional methods for electronic delivery: Website Posting  Read More →

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