allocation

Investment Re-enrollment Can Improve Retirement Outcomes [Video]
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
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Are your plan participants properly allocated or could they benefit from an investment re-enrollment? Investment re-enrollment – the process of requiring participants to reconfirm their investment elections, then re-allocating their balance into the plan’s qualified default investment in absence of an election – can be very impactful to overall plan health and the retirement outcomes  Read More →
[VIDEO] Investing for Retirement: Part 1 – Your Saving Years
Team SummitEmployee Financial Resource Center, Investment Management, Retirement PlanningComments are off for this post
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We all know that saving money for retirement is critical to living comfortably when your working years are over.  But for many, what proves to be more complicated is understanding how to invest those savings so our money can grow. Without a certain amount of growth, accumulating enough money for retirement may very difficult to  Read More →
Changing Plan Providers: Moving Participant Investments
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Once you’ve made the decision as plan sponsor and fiduciaries to move your organization’s retirement plan to a new recordkeeper, one of the following questions becomes what to do with participant investments. It’s very likely that the plan will have a new investment lineup when it moves to the new provider. As fiduciaries, you are  Read More →

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