retirement

Rebalancing Your Portfolio
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
As a participant in the company’s retirement plan, you are committed to saving for your future. Whether you are retiring in a few weeks or a few decades, you may need to protect your investment. A healthy way to do this is to rebalance your portfolio. What is rebalancing? Rebalancing is readjusting your portfolio back  Read More →
Three Things to Know Before Taking a 401(k) Loan [Video]
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
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When an emergency expense arises, many people turn to their retirement plan for quick cash. However, withdrawing funds earmarked for retirement can have much greater implications than one may realize. Tune in to this brief video from Fidelity to learn three things to be aware of prior to requesting a 401(k) loan. Securities and investment  Read More →
Beyond the Plan: Providing Retirement Income Options for Employees
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Defined contribution plans have become the most popular employer-sponsored plans in the United States, with the Department of Labor reporting more than 88 million participants in one of these plans nationwide. However, unlike the previous retirement status quo, the defined-benefit retirement plan, defined-contribution plans don’t provide participants with a steady retirement income; they help workers  Read More →

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