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Home › Knowledge Center

Knowledge Center

Case Study Investments

Increasing Employee 401(k) Program Participation

Employer engagement in a company's retirement plan builds employee confidence.

Case Study Investments

Preparing for Retirement

Preparing your finances for retirement can be an ever-changing process throughout your professional career.

Benefits Investments

Health Savings Accounts Fueling Retirement (Part I)

HSAs are beneficial for their triple-tax advantages, transferability, and nearly-timeless lifespan.

Benefits Insurance Investments

Health Savings Accounts Fueling Retirement Part II: Using Your HSA

Whether you’re a saver, spender, or investor, there is an HSA contribution strategy that fits your needs.

Investments

Is it Time to Consider a New Plan Design?

Cash balance plans are especially suited for self-employed or small business owners with high incomes.

Investments

Should You Include ESG Funds in Your Retirement Plan? Maybe, Maybe Not.

ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials.

Benefits Insurance Investments

Health Savings Accounts Fueling Retirement Part III: Long-Term Focus

HSAs have become an important part of the healthcare and retirement picture for millions of Americans as employees and employers continue to realize their...

Investments

How to Think About Financial Wellness ROI

Financial wellness is a hot topic in boardrooms these days, but to sell your company’s leaders on a program, you’ll need to talk numbers.

Investments

Plan Fiduciaries, Do you Need Support?

Teamwork makes the retirement dream work. Should you have a retirement plan committee in your workplace?

Investments

Boost plan participants confidence! 4 forward thinking tips for retirement outlook

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...

Investments

Building a Better Retirement Benefit: Consider Adopting Auto Features

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...

Investments

What’s in your Fiduciary File?

If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the

Investments

Health Savings Accounts Fueling Retirement Part IV: A Parallel Approach

By combining savings from an HSA and traditional retirement vehicles, Americans will be better prepared for healthcare expenses incurred during their retirement years.

Investments

5 Plan Design Features for Retirement Readiness

Successful financial wellness programs help employees feel in control and on track in their financial lives.

Investments

Retirement Plan Committee Best practices for 401(k) investments on the Watch List

Our 401(k) Investments are on the Watchlist. Now What? Approach, review, document, and decide As a member of your company’s

Investments

Lawsuits Over the Years and What it Means for Plan Sponsors

Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this

Investments

Effective Governance May Lead to Better Retirement Plans

Risky Business:  Why Plan Governance Matters Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the

Investments

Key Steps Retirement Committees Can Take to Boost Their Cybersecurity Protections

Key steps that you and your retirement plan committee can take to boost your cybersecurity protections

Investments

How Data Analytics Can Help You Make Retirement Plan Decisions

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...

Investments

SECURE Act and What 401(k) Plan Sponsors Need to Know

On 23 December, one of the largest changing legislative acts to impact America’s retirement system was signed into effect. The

Investments

Tax Saver’s Credit: You Could Get Paid to Save for Retirement

Many Americans are not aware that they may be eligible for the Tax Saver’s Credit! You may be able to

Benefits Insurance Investments Video

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. 

Benefits Human Resources Investments Video

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.   

Benefits Investments

The CARES Act and Facts for Retirement Plan Sponsors

Benefits Human Resources Investments Video

WEBINAR From Uncertainty to Insight: SBA Disaster Loan Program & PPP (Part 3) Thursday, April 16

Todd Rolland and Sean Kouplen is not affiliated with Cetera Advisor Networks LLC. 

Benefits Human Resources Investments Video

WEBINAR From Uncertainty to Insight: Tax Implications (Part 4)

Todd Rolland and Angie Tye are not affiliated with Cetera Advisor Networks LLC. 

Benefits Human Resources Investments Video

WEBINAR: From Uncertainty to Insight: Return to Work (Part 5)

Gracen Johnsen is not affiliated with Cetera Advisor Networks LLC.

Investments Video

VIDEO: Americans Drowning in Debt

Investments

403(b) Plan Update – Is Your Plan Compliant?

For the first time, the Internal Revenue Service (IRS) has pre-approved prototype plan documents for 403(b) retirement plans. The plan

Investments

Coronavirus and Retirement Savings: Lessons to Help Mitigate Long-Term Retirement Savings Mistakes

It’s easy to say “stay calm” but harder to actually walk the walk. Keeping emotions out of investment strategies can

Investments

Pros and Cons of Taking Coronavirus-Related Distributions from Retirement Saving

The COVID-19 pandemic has undoubtedly shaken our economy to the core. Many businesses have struggled to keep their doors open

Investments

4 Qualified Plan Tax Advantages for Employers

By choosing to offer your employees a 401(k) plan, you’re sending a powerful message — that you’re invested in their

Investments

Four Ways to Help Reduce Financial Stress for Your Employees

Employee financial stress is a hot topic. So much so, that nearly 60% of employees cite finances as their primary

Investments Video

Wealthies Circle Podcast: Cetera’s 401(k) Fee-for-Service Advice Program

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.

Benefits Investments Life Insurance Video

Webinar: Anticipating the Unexpected

Karen Drancik is not affiliated with Cetera Advisor Networks LLC.

Investments

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

Investments

Staying the Course through Volatile Markets

Turbulent times can bring turbulent markets. Many factors cause chaotic swings in the investing world including housing bubbles, political elections,

Investments

Keep Your Retirement Plan in Good Health- Review and Update Documents Annually

You likely recognize the importance of seeing your doctor for an annual physical to keep your health in tip-top shape,

Investments Video

Market Volatility: We’ve Been Here Before

Benefits Investments Video

Webinar: Pandemics, Politics & Presidential Election: Investing in 2020

Gene Goldman is not affiliated with Cetera Advisor Networks LLC.

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© 2018-2020 Summit Consolidated Group, Inc. All Rights Reserved.

Securities and investment advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA / SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Summit Consolidated Group, Inc.

Corporate Headquarters
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240

Toll Free: 800-475-0991
Fax: 918-663-0840

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© 2018-2020 Summit Consolidated Group, Inc. All Rights Reserved.

Securities and investment advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA / SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.