Summit Group Retirement Planners, Inc.

06/03/2026

This from Eric Droblyen, CPC, QPA of Employee Fiduciary discusses Required Minimum Distributions .

When do 401(k) RMDs start? How much? What about your heirs? Get the current rules under SECURE 2.0, plus a cheat sheet for owners and beneficiaries.

06/02/2026

Brian Anderson of 401k Specialist sares latest updates on for #2027.

- = $4,500
- = $9,000

- 55 and older = $1,000

If you have questions about your , please contact 2If you have questions about your , please contact Summit Group Retirement Planners, Inc. Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC® Lisa M Geiser, QKA, WMS Renee Mrosowski Marie Sullivant Brenda Russell



National Association Of Plan Advisors - NAPA Plan Sponsor Council of America - PSCA American Retirement Association PLANSPONSOR PLANADVISER The Plan Sponsor University Financial Times Financial Advisor Magazine

IRS releases 2027 Health Savings Account contribution limits, raising individual cap to $4,500 and family limit to $9,000

05/26/2026

This article from The Plan Sponsor University discusses how most are now offering or are planning to offer to their package.

A study from the Federal Reserve Bank of New York states that more than 33% of households would not be able to obtain the funds for a $2,000 .

The usage rate for these Emergency Savings Accounts is near 60%, with around 79% of employees saying that having a workplace-sponsored rainy day fund makes them feel better about their overall .



National Association Of Plan Advisors - NAPA Plan Sponsor Council of America - PSCA American Retirement Association ASPPA PLANSPONSOR PLANADVISER Financial Times Financial Advisor Magazine

Summit Group Retirement Planners, Inc. Lisa M Geiser, QKA, WMS Renee Mrosowski Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC® Marie Sullivant Brenda Russell Matthew Smith

Many American workers are living paycheck to paycheck, unable to cover even a modest unexpected expense. This financial fragility is prompting more employers to add emergency savings accounts (ESAs) to their benefits lineup.

05/25/2026

On behalf of the Summit Group Retirement Planners, Inc. , we all that given their life for our .

On , we recognize the incredible that was made by so many.



Derek Fiorenza Marie Sullivant Brenda Russell National Association Of Plan Advisors - NAPA Plan Sponsor Council of America - PSCA American Retirement Association ASPPA 401k Specialist PLANSPONSOR PLANADVISER Financial Times Financial Advisor Magazine

05/23/2026

Amanda Umpierrez of 401k Specialist covers integration with and t heir growing popularity with assets in these vehicles totaling $42 billion.

There are signs of growing interests from to provide in .

At Summit Group Retirement Planners, Inc., we believe every deserves an opportunity to and with !

National Association Of Plan Advisors - NAPA Plan Sponsor Council of America - PSCA American Retirement Association ASPPA PLANSPONSOR The Plan Sponsor University PLANADVISER Financial Times Financial Advisor Magazine

Lisa M Geiser, QKA, WMS Marie Sullivant Renee Mrosowski Matthew Smith Brenda Russell Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC®

Target-date annuities are gaining traction in 401(k) plans as assets surge and major firms expand guaranteed income offerings.

05/20/2026

Eric Droblyen, CPC, QPA of Employee Fiduciary shares another riveting article, with the focus on the U.S. Department of Labor proposed regulation from March 2026 detailing duties in selecting designated .

According to what Eric shared, this proposal would spell out a step-by-step process for plan fiduciaries to follow when selecting for -directed .

At Summit Group Retirement Planners, Inc., we believe every deserves an opportunity to and with !

401k Specialist National Association Of Plan Advisors - NAPA American Retirement Association ASPPA The Plan Sponsor University Plan Sponsor Council of America - PSCA PLANSPONSOR PLANADVISER Financial Times

Lisa M Geiser, QKA, WMS Marie Sullivant Renee Mrosowski Matthew Smith Brenda Russell Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC®

The DOL's new six-factor rule for 401(k) investment selection makes an exceptionally strong case for passive index funds. Here's why — and what to document.

05/19/2026

Amanda Umpierrez of 401k Specialist covers the Cerulli Associates focusing on the stages of for .

A few findings stood out form the report as "45% of believe they're not saving enough, and 59% are unsure they'll be able to properly calculate required savings."

At Summit Group Retirement Planners, Inc., we believe every deserves an opportunity to and with !

National Association Of Plan Advisors - NAPA ASPPA Plan Sponsor Council of America - PSCA American Retirement Association PLANSPONSOR PLANADVISER Financial Times Financial Advisor Magazine The Plan Sponsor University

Lisa M Geiser, QKA, WMS Marie Sullivant Renee Mrosowski Matthew Smith Brenda Russell Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC®

Cerulli report finds 71% of pre-retirees have not pursued financial advice or planning help from 401(k) plan provider.

05/13/2026

A Day in the Life of a takes us to the of to offer education.

At Summit Group Retirement Planners, Inc., we believe every deserves an opportunity to and with !

Derek Fiorenza Marie Sullivant Brenda Russell 401k Specialist National Association Of Plan Advisors - NAPA The Plan Sponsor University Plan Sponsor Council of America - PSCA PLANSPONSOR ASPPA PLANADVISER American Retirement Association Financial Times Financial Advisor Magazine Forbes

05/11/2026

On behalf of our entire team at Summit Group Retirement Planners, Inc., we want to wish all of the a very special ! Thank you for all you do and the sacrifices you make.

We believe in a where every has an opportunity to and with !



National Association Of Plan Advisors - NAPA ASPPA PLANSPONSOR Plan Sponsor Council of America - PSCA The Plan Sponsor University Financial Times Financial Advisor Magazine PLANADVISER 401k Specialist

Lisa M Geiser, QKA, WMS Renee Mrosowski Marie Sullivant Brenda Russell Matthew Smith Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC® Anthony Fiorenza

05/09/2026

401k Specialist covers Forbes 25 best places to in 2026. In total, Forbes compared nearly 1,000 U.S. locations with listing several areas as most desirable: Green Valley, ; , , and Fargo, .

At Summit Group Retirement Planners, Inc., we believe every 🇺🇸 deserves an opportunity to and with !



Lisa M Geiser, QKA, WMS Renee Mrosowski Brenda Russell Matthew Smith Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC® Marie Sullivant

National Association Of Plan Advisors - NAPA Plan Sponsor Council of America - PSCA American Retirement Association ASPPA The Plan Sponsor University PLANSPONSOR PLANADVISER Financial Times Financial Advisor Magazine

7 most affordable ‘Best Places to Retire’ by median home prices, taken from Forbes’ just-released 2026 list of the top 25 spots in the U.S.