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 […]
Emergency Benefits Are Quietly Becoming Essential
In today’s evolving benefits landscape, one trend is becoming increasingly clear: emergency and critical health care benefits are no longer “nice-to-haves”– they are becoming essential. As healthcare costs continue to rise and employers face growing financial vulnerability in the face of unexpected medical events, employers are responding by expanding access to voluntary benefits that help […]
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 […]
