retirement planning

Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
In the retirement plan industry, all too often we tend to conflate financial wellness with retirement readiness… …whether that means confidence in obtaining retirement goals or being on track to reach post-employment financial targets. However, that limited view may fail to paint a complete picture for many participants. For example, the New York Life Wealth  Read More →
Bitcoin: Coming to a 401(k) Plan Near You?
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
Our previous report on Bitcoin (BTC), and the conclusions therefrom, remain relevant today. In short, the prudence in adding Bitcoin to a retirement plan is questionable, at best. Click here and read through our previous post discussing cryptocurrency and its supporting technology. Greater media coverage has caused BTC interest to grow exponentially, as has its  Read More →
Planning for What’s Next: Approaching Retirement
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
As your retirement years grow closer, there are many decisions to consider – financial, lifestyle, healthcare – just to name a few. During this nearing-retirement phase of life, it’s important to continue planning and remain focused on saving while beginning to envision and organize how you plan to enjoy these future years. Check out this  Read More →

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