SIMPLE IRA

Fiduciary Hot Topics – Fall 2023
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
As the weather turns cool, things in the retirement plan landscape are heating up! From changes to the Form 5500 to an important SECURE Act 2.0 provision delay, read on for the latest hot topics that may impact your organization’s retirement plan! Assets in Retirement Plans Top $35 Trillion According to data released by the  Read More →
SECURE Act 2.0: Modernizing Retirement Savings
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
In December of 2022, the U.S. Congress passed the Consolidated Appropriations Act, 2023, which contains a large section covering retirement referred to as SECURE 2.0. As a reminder, SECURE 2.0 is seen as building upon or enhancing the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act). Like its precursor, this  Read More →
2021 Retirement Plan IRS Limits
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
As January approaches and you begin your financial planning for the new year, keep in mind the recently released retirement contribution limits for 2021. The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan has remained unchanged at $19,500. The catch-up contribution limit for employees  Read More →

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