Employers must comply with numerous reporting and disclosure requirements throughout the year in connection with their group health plans. This Compliance Overview explains key 2021 compliance deadlines for employer-sponsored group health plans. It also outlines group health plan notices that employers must provide each year
Check Out this Summit Resource:
https://yoursummit.com/wp-content/uploads/2021/03/2021-Health-Plan-Compliance-Deadlines.pdf
How consistent habits can help reduce risk and improve retirement outcomes. As a business leader, you’re doing more than “managing a retirement plan.” You’re helping your employees save for the future and offering a meaningful workplace benefit. A strong fiduciary process factors in by supporting your employees and your business. A strong 401(k) plan can help you: In real life, it rarely feels like managing risk. It feels like running a benefit that matters. When your process
A Summit Financial Group briefing | July 2026 As of July 2026, a new savings account for children is open for enrollment. It’s officially a tax-advantaged custodial investment account created under the 2025 tax law, though most people are calling it a Trump Account. If you have children or grandchildren under 18,
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