6 Trending Plan Provisions: What’s New and What to Know
Understand the pros, cons, and considerations for moving forward It started with a simple question during a leadership meeting: “What’s in our 401(k) plan—and are plan provisions still working for our team the way they should?” The CEO glanced around the room. No one had a clear answer. The plan had been in place for […]
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
401(K) Plan Design For An Age Diverse Workforce
https://yoursummit.com/wp-content/uploads/2024/04/Plan_Sponsor_Guide-401_k_Plan_Design_Age_Diverse_Workforce.pdf
Boosting Retirement Confidence For Near-Retirees
Employees late in their careers need information that helps smooth the transition into retirement We are entering the “Great Retirement” era, where tens of thousands are hitting retirement age daily. By 2030, the entire baby boomer generation will be 65 or older. These hard working and resilient employees were the first to experience the shift […]
Overcoming Mid-Career Retirement Savings Hurdles
Practical tips for Gen X and Millennial workers to save for retirement Life in the middle can be a pickle—just ask any mid-career employee. They’re often caught between a rock and a hard place, or, more accurately, a kid’s college fund and an aging parent’s medical bills. Add to that the rising cost of living, […]
Helping Early-Career Employees Navigate The Saving Maze
Ways to boost financial confidence and loyalty for Gen Z employees Have you ever found yourself pondering the classic “If only I could rewind the clock and share some pearls of wisdom with my younger self” scenario? As an employer, you have the chance to share this knowledge with your employees, especially when it comes […]
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: […]
Cybersecurity Checklist
In today’s digital age, safeguarding your company’s 401(k) plan against cyber threats is crucial. Check Out this Summit Resource: https://yoursummit.com/wp-content/uploads/2024/01/Plan-Sponsor-Guide-Cybersecurity-Checklist.pdf
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
