rollover

Ten Things to Know About Your 401(k) Plan
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
You know that saving for retirement is critical and that the most commonly-used place to save for retirement is within your workplace retirement plan. However, there are often many general questions employees have surrounding their 401(k) that go unanswered. Read on for ten basics you should know about your organization’s 401(k) plan. 1. What is  Read More →
Ten Reasons to Roll Over Into Your Plan vs an IRA
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Chances are, you have employees with assets in a prior employer’s retirement plan. When new employees are hired, often times wading through health insurance paperwork and tax forms take priority over doing something about their old 401(k). It can become a forgotten piece, until something sparks the desire to take action – perhaps receiving a  Read More →

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