Summit was brought on as the employee benefit partner for a regional bank to find solutions that would round-out the list of services the...
When it comes to HR, navigating “the Bermuda Triangle” of employment law, the place where the Family Medical Leave Act (FMLA), the Americans with...
Business owners and high-income earners often need financial services well-beyond those offered by the employer’s group insurance plan. For example,
Substantial increases in healthcare costs in the past decade have forced employers to make critical decisions about the benefit packages
It is critical that a private company with D&O claims exposure call for a broader risk management effort.
Managing human resources, payroll and benefits for a rapidly growing company can be overwhelming.
Starting January 1st, 2019, people will no longer be penalized by the IRS on their annual taxes for not holding health insurance.
Based on recent data from the Bureau of Labor Statistics as of July 2018, our disabled workforce now numbers 15.1 million Americans.
The Department of Labor has increased the 2019 penalty amounts for failing to provide required documentation of employer-sponsored benefit plans.
HSAs are beneficial for their triple-tax advantages, transferability, and nearly-timeless lifespan.
Whether you’re a saver, spender, or investor, there is an HSA contribution strategy that fits your needs.
Across the Midwest and Southeast, communities must always brace for severe weather from hail to tornadoes when Springtime rolls around. For many small businesses,...
With just a few quick tips, you can avoid costly demands and litigation related to simply posting images on your site.
Cyber liability coverage is a necessity in today’s world to protect customers and businesses alike
ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials.
HSAs have become an important part of the healthcare and retirement picture for millions of Americans as employees and employers continue to realize their...
As many employees look ahead to retirement, 47% of workers feel somewhat confident that they’ll have enough money saved to retire on time and...
Two great reasons for small business 401(k) plan sponsors to consider upgrading their current plan design to include auto features: employee participation and savings...
By combining savings from an HSA and traditional retirement vehicles, Americans will be better prepared for healthcare expenses incurred during their retirement years.
Our 401(k) Investments are on the Watchlist. Now What? Approach, review, document, and decide As a member of your company’s
Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this
Preventive Care Getting your preventive check-ups (physicals, Well Woman Exams, PSA tests, Mammograms, dental exams, and eye exams) are crucial
Much of wasteful healthcare spending in the United States can be attributed to people failing to understand their insurance coverage,
The overall goals of a Return to Work Program are to lower costs related to employee injuries, keep injured employees engaged, and lower the...
Risky Business: Why Plan Governance Matters Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the
This case represents how a deeper pharmacy analysis and considering carving out the pharmacy benefit to an alternate provider can produce significant savings and...
Key steps that you and your retirement plan committee can take to boost your cybersecurity protections
With cyber-crimes being an hourly occurrence, the time is now for businesses of all sizes to take this threat seriously and evaluate current cybersecurity...
If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key...
On 23 December, one of the largest changing legislative acts to impact America’s retirement system was signed into effect. The
Many Americans are not aware that they may be eligible for the Tax Saver’s Credit! You may be able to
WEBINAR From Uncertainty to Insight: COVID-19 Employer Implications On Health & Retirement Thursday, April 2
Todd Rolland and Brandon Long are not affiliated with Cetera Advisor Networks LLC.
WEBINAR From Uncertainty to Insight: COVID-19 Employer Implications On Health & Retirement (Part Two) Thursday, April 9
Todd Rolland and Kirk Turner are not affiliated with Cetera Advisor Networks LLC.
Todd Rolland and Sean Kouplen is not affiliated with Cetera Advisor Networks LLC.
A special study conducted by Global Workplace analytics found that there has been a major and steady upward trend in
Todd Rolland and Angie Tye are not affiliated with Cetera Advisor Networks LLC.
Gracen Johnsen is not affiliated with Cetera Advisor Networks LLC.
Chad Warmington and Jeff Moseley are not affiliated with Cetera Advisor Networks LLC.
If you’re having difficulty with all of the changes and to-dos regarding COVID-19 and how you manage your plan, you’re
Todd Rolland is not affiliated with Cetera Advisor Networks LLC.
It’s easy to say “stay calm” but harder to actually walk the walk. Keeping emotions out of investment strategies can
The COVID-19 pandemic has undoubtedly shaken our economy to the core. Many businesses have struggled to keep their doors open
Employee financial stress is a hot topic. So much so, that nearly 60% of employees cite finances as their primary
Talking about money is tricky, especially at work. While it may seem too personal for work and easier to avoid
This session provides you with information about the concern Employers have regarding workplace productivity and their focus on managing employee
The CARES Act gave plan participants quick access to funds during the COVID crisis, although only about 6% of participants
Just ask anyone: Uncle Sam and the retirement industry love acronyms. Another was added in December 2020—PEP—which conveniently rhymes with
For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties. However,
Help your employees save with a plan that fits your unique organization! Each type of retirement plan comes with its
When was the last time you reviewed your retirement plan – 5 years ago, 3 years ago? If it has
If navigating a worldwide pandemic weren’t enough, the world of employee benefits continues to throw curve balls at employers and
Live Well Work Well Newsletter
DEI Best Practices and Implementation, featuring our guests from the Oklahoma Center for Community and Justice (OCCJ), Switchgear and GableGotwals
Todd Rolland, President of Summit, Eric Wright, former Vice Chairman for HealthChoice and Frank Wilson, former Executive Director of HealthChoice,
Summit’s Todd Rolland and Kaci Skidgel, and McAfee & Taft’s Brandon Long host The New Benefits Landscape: What is Coming
Many American workers struggled financially before the COVID-19 pandemic. Therefore, it isn’t surprising that this crisis could greatly hinder their
Employees are worried about their finances. They worry about them in the evenings, on weekends and during working hours. Plus,
The global pandemic has had a staggering effect on the economic lives of millions, driving them to actions that could
In this session Summit partnered with BKD and we discuss the recent law signed by President Biden, the American Rescue
Retirement plans are complex and have many moving parts; as such, many plan sponsors create retirement plan committees to help keep them
2021 Health Plan Compliance Deadlines
Participant Infographic – Three Pillars of Wellness
Fidelity Bond Requirements
Anyone who has received stacks of mailed booklets, leaflets or other paper 401(k) disclosure materials might be cheering about the
2021 Compliance Calendar
Employers spend countless hours and resources building the best employee benefits offering for their population, yet many times, this goes
Cetera’s Jon Anderson and Summit’s Kaci Skidgel discuss how the firm’s new 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship.
Time to Check Your Benefits: Work with a Professional on a Pre-Retirement Financial Wellness Assessment
With so many decisions to make this time of year about your employee benefits, it’s an opportune moment to think
You likely recognize the importance of seeing your doctor for an annual physical to keep your health in tip-top shape,
Gene Goldman is not affiliated with Cetera Advisor Networks LLC.