2023 Q3 Employee Newsletter Your Money Check-Up
Many Americans struggle with money management, regardless of their income. 6 out of 10 adults live paycheck to paycheck, 45% of which are considered high income earners. Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2024/01/Employee-Newsletter-Money-Check-Up.pdf
2023 Q1 Employee Newsletter – Fresh Start For Finances
If you’re like most people, sticking to a budget can be tough. But with a few simple tips, you can make it a lot easier to keep your spending in check. Here are five smart money tips that will help you stick to your budget and stay on track. Check Out this Summit Resource: […]
Mastering The Art Of Savings Buckets
Strengthen your financial habits with this effective and organized approach to savings. Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2024/01/Employee-Education-Savings-Buckets.pdf
Is It Time To Benchmark Your Retirement Plan?
While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key. Just as we routinely replace the batteries in our smoke detectors, it’s equally crucial to give your company’s 401(k) plan the attention it deserves. Often, retirement plans are treated like a smoke detector with fading […]
Demystifying The Fiduciary File
A well-organized fiduciary file and comprehensive process can help you meet your fiduciary duties. Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2024/01/Social-Card-Whats-In-Your-Fiduciary-File.pdf
The Power Of Profit Sharing
Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing Profit sharing is not just a tool to reduce your company’s tax liability; it is also a powerful means of expressing gratitude towards your employees. As we close the books on last year, employers often find themselves looking for ways to lower their impending […]
What’s In Your Fiduciary File?
https://www.youtube.com/watch?v=QhljG-fQyKI If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best practice ideas on how to safely store fiduciary documents could help to lessen the possibility of litigation. Watch this 90 second video to learn more about: the primary documents that […]
2024 Compliance Calendar
Complimentary retirement plan compliance and notice requirements calendar. Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2024/01/Plan_Sponsor_Guide-2024_Compliance_Calendar-1.pdf
2024 Contribution Limits
Annual Retirement Plan Questionnaire
https://yoursummit.com/wp-content/uploads/2023/10/Plan_Sponsor_Guide-Annual_Retirement_Plan_Questionnaire.pdf This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. ©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or […]
