Year-End Wrap-Up

With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data provides key information to help increase its competitiveness, which can be extremely helpful in today’s labor market.

Benchmarking is a way to determine your retirement plan’s effectiveness. As relevant data is gathered, you can compare your plan to others of a similar size in your industry. Comparing your plan regularly can help identify more opportunities for improvement.

https://yoursummit.com/wp-content/uploads/2021/11/Plan-Sponsor-Guide-Year-End-Wrap-up-1.pdf

Q1 Webinar: Six Barriers To Investment Success

WEBINAR My Plan With Life Settlements: Ethical & Professional Responsibility – January 18, 2022

What Does It Take To Be Financially Healthy?

Getting financially healthy is much like improving your physical health. Both take dedication, lifestyle changes, a willing mindset, and, often, professional guidance. Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2024/04/Employee_Newsletter-Financial_Health_Edition-Q2_2024-1.pdf

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