retirement plans

Fiduciary Hot Topics – Fall 2023
As the weather turns cool, things in the retirement plan landscape are heating up! From changes to the Form 5500 to an important SECURE Act 2.0 provision delay, read on for the latest hot topics that may impact your organization’s retirement plan! Assets in Retirement Plans Top $35 Trillion According to data released by the  Read More →
Fiduciary Hot Topics – Fall 2022
As the leaves are falling and the days get colder, developments within the retirement plan industry are heating up! Read on for a few important plan updates and trends shaping the 401(k) and 403(b) landscape this autumn. Plan Sponsors Get Three Additional Years to Adopt Some of the Amendments Required by The CARES Act and  Read More →
[VIDEO] COVID-19 Market Volatility & Anxiety: A Few Reminders to Keep You Calm
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We know that market volatility can be stressful. We’re here to help. Check out these few reminders to help ease your anxieties and get you through these uncertain times. For more videos from Summit Group 401(k) Consulting, check out our YouTube Channel Representatives offer products and services using the following business names: Summit Group of  Read More →

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