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 […]
Personalized Benefits Communications for Today’s Workforce
Cycle 4 Is Coming: Your 401(k) Plan Document Is Getting a Major Update
SECURE Act 1.0, SECURE 2.0, and several years of retirement plan changes are finally making their way into the next generation of 401(k) plan documents. If you have sponsored a 401(k) plan for 10+ years, you have probably signed a few giant documents without reading every page. No judgment. Even ERISA attorneys need coffee for […]
Fiduciary Best Practices: Why Investment Oversight is Important for 401(k) Committees
Selecting and monitoring investment options for your company’s retirement plan is just one part of your fiduciary responsibility. How do you evaluate, benchmark and assess your plan and what other expertise or protection should you consider? An investment committee has a lot of responsibilities, including selecting and monitoring the investment options for the retirement plan; […]
Q3 Webinar – Medicare 101 & Social Security Strategies
Please be advised that all data and information are accurate as of September 3, 2026; however, data and quotations may be subject to future revision.
401(k) Fiduciary Overview
3 Practical Ways to Strengthen Your Fiduciary Process
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 is clear and consistent, everything […]
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 […]
