retirement

Fiduciary Hot Topics – Fall 2023
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
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 →
Empowering Gen Z: Setting Your Youngest Participants Up for Success
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Understandably, companies typically devote considerable attention to assisting participants nearing retirement. But the outsized value of early contributions to retirement readiness means employers should also focus on getting their youngest workers enrolled — and contributing — to their workplace retirement plan as soon as possible. So, what do we actually know about Gen Zers’ attitudes  Read More →
Employees Want Financial Planning Support – And Aren’t Afraid to Ask For It
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Financial stressors including stubbornly high inflation and historic levels of credit card debt continue to impact workers across a wide range of income brackets. Twenty-eight percent of full-time employees often or always run out of money between paychecks, as do 15% of those who earn $100,000 or more per year, according to PwC’s 2023 Employee  Read More →

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