Fiduciary Governance

Keeping Retirees in Your Retirement Plan
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
According to T. Rowe Price, some sponsors may anticipate that their relationship with participants — as well as their responsibilities toward them — will naturally wind down at retirement, even though only about one in five sponsors prefer participants to leave their plans when they exit the workforce. Sponsors should carefully weigh the pros and  Read More →
The Advisor Advantage: 5 Ways to Benefit from Partnering with a Retirement Plan Advisor
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
From decoding key ERISA regulations to keeping abreast of fees and providing educational support to workers, there are many responsibilities that plan sponsors possess. Some business owners even forgo offering a 401(k) to their employees because they fear they don’t have the time or expertise to manage a plan. However, whether it’s helping to attract  Read More →
Flavors of Plan Design: Safe Harbor Options
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
401(k) plans are intended to provide comparable advantages for all employees, and there are numerous safeguards in place to make sure their benefits are allocated equitably. U.S. regulatory measures ensure that a company’s plan does not disproportionately benefit some employees over others, regardless of their income or ownership status. To evaluate whether the plan is  Read More →

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