Required Plan Amendments for All Retirement Plans
Key amendment and restatement deadlines are approaching for many retirement plans. Reviewing your Plan now can help prevent a last-minute rush! Now is a good time to confirm that your Plan document, Plan operations, and current objectives remain aligned. Your service providers can guide you through the amendment and restatement process, but reviewing these items […]
Helping Employees Save Through Life’s Busiest Years
Make retirement saving easier with automatic plan features Mid-career employees have a lot on their plates. They’re juggling families, careers, mortgages, and caregiving. As financial demands multiply, immediate obligations often take precedence, while future saving goals, like retirement, may get deferred. Three out of four Millennials and half of Gen X employees say competing financial […]
Trump Accounts – A new way to invest for a child’s future. Here’s what your family should know in 2026.
Trump Accounts Are Live. Here’s What They Mean for Your Family.
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, you’ve probably already heard the […]
Merger and Acquisitions – Strategic and Compliance Considerations Pertaining to Qualified Retirement Plans
2026 Contribution Limits
Stay Sharp, Stay You: Protecting Your Brain as You Age
Aging doesn’t just affect the body, it changes the brain, too. While some shifts in memory and focus are normal, others may signal deeper concerns. The good news? You have more tools than ever to stay mentally strong, engaged, and resilient. Today, brain health is finally getting the attention it deserves, and Medicare is stepping up to […]
Aging with Purpose: How Medicare Is Changing the Story
Aging isn’t something to fear, it’s something to embrace. With the right mindset and support, growing older can be a season of vitality, meaning, and joy. Increasingly, Medicare is stepping up to help older adults live longer, healthier, and more connected lives. From preventive screenings to mental wellness support, Medicare is evolving to focus not […]
Retirement Readiness Starts Now: Helping Employees Plan with Confidence
Practical ways employers can support their workforce’s financial future Many Americans are thinking seriously about their financial future—and with good reason. The economy and rising cost of living have left people feeling uncertain about what lies ahead. Recent research from the 2025 Transamerica Retirement Survey1 offers a clearer picture of what today’s workforce is facing: […]
Hospital Indemnity: The Fastest Rising Benefit in 2025
Are you offering the coverage your members quietly count on? As healthcare costs continue to rise, employers are looking for smarter ways to support their workforce – and hospital indemnity insurance is stepping into the spotlight. According to SHRM’s 2025 Employee Benefits Survey, hospital indemnity insurance saw the largest year-over-year increase of any benefit, rising […]
