Summit Group Retirement Planners, Inc.

10/21/2026

This article from 401k Specialist covers the projected #2027 limits with alignment from Milliman and Marsh.

There appears to be a core increase by $1,000 from $24,500 to $25,500. The enhacement is predicted to rise to $8,500, an increae of $500, and for those ages 60-63, they will also have a $500 catch-up from $11,250 to $11,750.

The catch-up threshold is expected to rise to $155,000.

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

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

2027 401(k) contribution limits are projected to rise to $25,500, with age 50+ catch-up contributions hitting $8,500. Explore the complete Milliman and Marsh forecasts.

10/01/2026

A Day in the Life of a takes us to to provide focusing on key topics.

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

If you have questions about your responsibilities and , please reach out to our team. 😊

09/29/2026

This article from Paul Mulholland with National Association Of Plan Advisors - NAPA covers the IRS reviewing the . This is set to take effect in 2027 replacing the . It allows for a match of 50% of contributions up to a maximum match of $1,000 for lower-income .

If you have questions about your , or , please reach out to our team at Summit Group Retirement Planners, Inc. Derek Fiorenza Marie Sullivant Brenda Russell 401k Specialist Plan Sponsor Council of America - PSCA American Retirement Association ASPPA PLANSPONSOR Plan Sponsor Council of America - PSCA PLANADVISER Financial Times Financial Advisor Magazine The College for Financial Planning

The IRS is expected to begin sending eligibility notices to tax filers who could qualify for the Saver’s Match. The Saver’s Match, which will take effect in 2027, replaces the Saver’s Credit and will match 50% of retirement contributions up to a maximum match of $1,000 for lower-income savers.

09/26/2026

A Day in the Life of a has me finishing this weeks journey in providing .

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

If you have questions about your , please reach out to our team. Derek Fiorenza Marie Sullivant Brenda Russell 401k Specialist National Association Of Plan Advisors - NAPA Plan Sponsor Council of America - PSCA PLANSPONSOR ASPPA PLANADVISER American Retirement Association Financial Times Financial Advisor Magazine The Plan Sponsor University

09/25/2026

A Day in the Life of a takes us to multiple states this week: and to provide .

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

If you have questions about your , please reach out to our team. Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC® Lisa M Geiser, QKA, WMS Renee Mrosowski Marie Sullivant Brenda Russel

09/23/2026

's Eric Droblyen, CPC, QPA provides a design 6-step checklist for consideration.

As always, if you have questions about your , or , please reach out to Summit Group Retirement Planners, Inc.

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

401(k) plan design takes six steps — employer, plan type, contributions, compensation, eligibility, and distributions. Use our checklist to make each choice.

09/17/2026

A Day in the Life of a takes us to the state of in the area for .

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


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

09/15/2026

Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC® of Summit Group Retirement Planners, Inc. and of Fiorenza's Food For Friends (F4) shared some insights with Invest in Others Charitable Foundation for action month.

“The core mission has remained the same,” says Fiorenza. “We continue to focus on creating hunger awareness, with food rescue and food drives serving as our primary vehicles for making an impact.”

Each September, Hunger Action Month, spearheaded by Feeding America, brings national attention to the millions of individuals and families facing food insecurity. The observance serves as a reminder that hunger remains one of the most persistent challenges in communities across the country and that....

09/14/2026

This article from Fidelity Investments discusses the distribution options a has when they leave a company.

To summarize, an individual could potentially leave their funds in their , take a cash-out distribution, transfer to a new company's retirement plan or into an , which is known as a .

If you have questions about your , please reach out to Summit Group Retirement Planners, Inc. Marie Sullivant Derek Fiorenza Brenda Russell Lisa M Geiser, QKA, WMS Renee Mrosowski

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

Do you have an old 401(k)? The financial experts at Fidelity can teach you how to roll over a 401(k) to help you best prepare your retirement savings accounts for retirement.

09/11/2026

We commemorate the 25 year anniversary of by remembering all those who lost their lives in the tragic events of that day.

As , we honor the , , and that emerged in the face of unimaginable loss.

At Summit Group Retirement Planners, Inc., we strive to those as we work towards a where we hope everyone can and with .

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

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