SECURE Act

In-Plan Annuity Options Gaining Traction Once Again: Revisiting the Basics
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary GovernanceComments are off for this post
Retirement income products, or in-plan annuity options, have been available for over a decade but their utilization has been stagnant due to concerns about price, portability, and convertibility. With the recent market volatility in 2020 and the recent passing of the SECURE Act, we have seen an industry push towards the research, development, and implementation  Read More →
Q1 Fiduciary Hot Topics
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
As we move into the new year, we are sure to see many new developments in the retirement plan landscape. Read on for a snapshot of current and significant litigation and regulatory updates. New Guidance from the Department of Labor Eases Restrictions for Compensating Investment Professionals Who Advise Plan Participants and IRA Holders A Prohibited  Read More →
The SECURE Act: How it Impacts You and Your Family
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
In late December 2019, Congress passed and President Trump signed into law one of the most robust retirement reform bills in over a decade, the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The primary goal of this legislation was to make saving for retirement easier for working Americans. Although much of the legislation  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