https://yoursummit.com/wp-content/uploads/2023/01/SECURE-2.0-Overview.pdf
With over 92 different retirement plan provisions, it’s a lot to unpack – but we did it! This new legislation has the potential to help you and your employees not only save more for retirement, but increase financial security and decrease debt.
Here’s a helpful summary of the SECURE Act 2.0 and the implications it may have for you, your plan and participants.
How can 401(k) benchmarking help plan sponsors manage 401(k) plan fees, meet fiduciary responsibilities, and improve retirement outcomes? When managing a workplace retirement plan, attention is often placed on total plan assets, average account balances, and investment performance. Yet, plan fees can have a meaningful impact on participant outcomes, especially
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