retirement plan

Do Specialty Funds Belong in a Retirement Plan?
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
Recent trends in the retirement plan industry reveal an increased expansion of offerings from plan providers. Not only are plan providers offering more investments, but also a broader range of investments. Many plan providers offer over 100 different options across a wide spectrum of asset class categories, of which approximately 15 percent are considered specialty  Read More →
Cryptocurrency 101
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
CryptoCurrencies, Blockchain, Hash Generator, BTC, Ethereum….   **Due to the complexity and speculative nature of this product, it is currently not available through Summit Group of Virginia or our Broker Dealer. This information is provided for educational purposes and should not be construed as investment advice. Information is gathered from sources believed to be reliable;  Read More →
Lost & Found: Locating Missing Participants
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
At one time or another all plan sponsors will likely be in the position of having to locate missing participants. This may be related to delivery of regulatory required communications, distributing of assets, or communicating fund changes to active and/or terminated participants. If the delivery of necessary communications is encumbered because a participant cannot be  Read More →

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