roth

The Gen X Savings Crisis: How Employers Can Help
Team SummitEmployee Outcomes, Employer Resource Center, Plan Operations & AdminComments are off for this post
According to a December 2023 survey from Schroder’s, nearly half of non-retired Gen Xers, those born between 1965 and 1980, have not done any retirement planning whatsoever. Moreover, they report a savings gap of over $450,000 between what they say they’ll need and what they project they’ll have. Amplifying these concerns, a separate study by  Read More →
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 →

You are now leaving Summit Group 401(k) Consulting

Summit Group 401(k) Consulting provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Summit Group 401(k) Consulting, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL