Dollar Cost Averaging
https://yoursummit.com/wp-content/uploads/2022/07/Participant-Infographic_Dollar-Cost-Averaging-Oct.-4.pdf Dollar-cost averaging will not guarantee a profit or protect you from loss, but may reduce your average cost per share in a fluctuating market.
3 Tips To Help Build And Run A Successful Retirement Plan Committee
Retirement plan committees manage one of the most important employee benefits – the retirement plan. They are integral to determining the plan’s administration, investment offerings, costs and enhanced features. Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2022/07/Plan-Sponsor-Guide-Successful-Plan-Committee-Sep.-20-.pdf
SECURE Act Tax Credits & 401(K) Plan Features
Don’t Miss Out: SECURE Act Tax Credits & 401(k) Plan Features The most comprehensive pension reform in 20 years, the SECURE Act, is a step forward to allow people greater access to retirement plans. The act hopes to expand retirement savings while alleviating administrative headaches. As such, the SECURE Act
5 Ways Business Owners Can Optimize Retirement Savings
Key strategies to help employers maximize savings and minimize taxes As a business owner, you have the ability to pull certain levers to increase retirement savings while controlling tax consequences. By understanding how different qualified plans can deploy savings and tax strategies, you can optimize cash flow for your
What Are The Benefits Of Fiduciary Review
https://yoursummit.com/wp-content/uploads/2022/07/Social-Card-Benefits-of-Fiduciary-Review-July-26.pdf Help keep your retirement plan operating properly with a comprehensive fiduciary review, including performance benchmarking, error correction and suggestions for plan improvement.
What Is A Recession?
https://yoursummit.com/wp-content/uploads/2022/07/Participant-Infographic-What-is-a-Recession-July-19.pdf How has the economy affected your life recently? Everyone, and I mean everyone, worries about it at some point, especially in times of a recession. However, being informed and educated about economic recessions is key in helping moderate it’s effects. Learn what a recession is, how it affects you
Four Ways To Help Reduce Financial Stress For Your Employees
Employee financial stress is a hot topic. So much so, that nearly 60% of employees cite finances as their primary stressor.[1] Their financial worries surpass other top stressors, and it’s impacting their job performance. Research shows financially stressed employees are less productive and more distracted at work. They also have higher
Looking For Financial Confidence For You And Your Employees?
WORK WITH A SPECIALIZED RETIREMENT PLAN ADVISOR TO HELP YOU . Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2022/04/Social_Card-Advisors_Improving_Outcomes-Final-1.pdf
How Could Inflation Impact Corporate Retirement Plans?
How Could Inflation Impact Corporate Retirement Plans? Increasing prices may put pressure on employers and delay workers from retiring Inflation is the increase in the general price of goods and services, which can decrease the purchasing power of American workers. So how does this recent upward trend affect your
Total Rewards Programs Key To Recruiting, Retaining Top Talent
Total Rewards Programs Key to Recruiting & Retaining Top Talent Total rewards programs are a vital part of workplace culture, employee performance and securing top talent. Learn how program enhancements can help meet the demands of a changing workplace and workforce. Plan sponsors are often faced with a
Guide To Paying Down Student Loans
If you are still paying for a student loan, you are not alone. $1.75 Trillion TOTAL STUDENT LOAN DEBT 43.4 Million AMERICANS CARRY STUDENT LOAN DEBT $37,113 AVERAGE STUDENT LOAN BALANCE Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2022/04/Participant_Infographic-Tackling_Student_Loans-FINAL-2.pdf
Top Employee Benefits
Flexibility is the Future of Your Workforce Workplace benefits are evolving. The COVID-19 pandemic has changed what employees want, and it will continue to shape your employment offerings in the year ahead. One-size-fits-all benefits may no longer be enough. To attract and retain top talent, you’ll need to consider new
How To Use Customized Education To Encourage Retirement Plan Participation
Applying personalized values and generational communication to promote retirement savings. Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2022/01/how-to-use-customized-education-to-encourage-retirement-plan-participation-FInal.pdf
How To Prepare For A 401(K) Audit
If the term ”audit” makes you uncomfortable, anxious or even scared, you are not alone. Last year, the Department of Labor (DOL) closed 1,122 civil investigations with 754 (67%), resulting in fees, repayments or corrective actions.[1] The agency collected over $3.12 billion in direct payments to plans, participants and beneficiaries. This
Cybersecurity: Protect Your Retirement Savings
With trillions of dollars in America’s retirement savings plans, your hard earned savings aren’t immune to cybercriminals. Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2022/01/Participant-Infographic-Cybersecurity-Protect-Your-Retirement-Savings-FINAL.pdf
