Deep Dive: American Rescue Plan Act

In this session Summit partnered with BKD and we discuss the recent law signed by President Biden, the American Rescue Plan Act of 2021, and the associated tax-related provisions and relief.

Summit’s Jill Young along with BKD’s Tad Goodenbour, Jesse Palmer and Angie Tye will cover key features of this new legislation, how this will impact the Paycheck Protection Program (PPP) and Employee Retention Credit (ERC), and how to take advantage of the extended and expanded tax credits included in the relief package.

Additional key topics include:
Relief provisions for individuals
Restaurant grants
Aid for various organizations and industries across the nation

Tad Goodenbour, Angie Tye and Jesse Palmer is not affiliated with Cetera Advisor Networks LLC.

Ultimate Financial Goals Planner

What Every Plan Sponsor Should Know for 2026

Key updates and trends shaping retirement plans in the year ahead Retirement plan rules continue to evolve, and 2026 brings several important updates that may affect plan operations, participant experiences, and fiduciary responsibilities. Nearly 80% of plan sponsors have already taken steps to address SECURE 2.0 changes before their effective dates.1 Understanding what is required and what

Q4 Webinar – HSA Hacks for Smarter Healthcare Spending

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