SECURE 2.0

Fiduciary Hot Topics – Q4 2024
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
Hot off the presses! The latest installment of Fiduciary Hot Topics has arrived! With so much happening in the retirement plan landscape, read on for a summary of current industry legislation and updates that may impact your organization’s retirement plan. Final and Proposed RMD Rules Answer Some Questions, Raise Others On July 18, 2024, the  Read More →
The High Cost of Financial Stress in the Workplace
Team SummitEmployee Outcomes, Employer Resource Center, Plan Operations & AdminComments are off for this post
According to the results of a 2024 American Psychiatric Association mental health poll, 43% of adults reported higher subjective feelings of anxiety than they did the previous year. Respondents indicated feeling anxiety related to a number of issues, but high on the list were the economy (77%) and paying bills or expenses (63%). These concerns  Read More →
IRS Issues Guidance on Withdrawals for Domestic Abuse Victims
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
In late June, the IRS issued a notice providing critical guidance on early withdrawal penalty exemptions under the SECURE 2.0 Act. The law includes significant provisions for individuals experiencing domestic violence, an issue that has affected millions across the U.S. According to the Centers for Disease Control and Prevention (CDC), one in four women and  Read More →

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