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Monthly Archives: July 2015

First ACA Information Returns Due in 2016

  Jul 9, 2015 - 3:32 pm | Employee Benefits
Comments Off on First ACA Information Returns Due in 2016

The Internal Revenue Service (IRS) released draft forms for 2015 to help employers prepare for the new information reporting provisions under the Affordable Care Act (ACA). Employers are required to report for the first time in early 2016 for calendar year 2015. Read More →

Market Update for the Quarter Ending June 30, 2015

  Jul 9, 2015 - 9:01 am | Market Updates, Retirement Plans
Comments Off on Market Update for the Quarter Ending June 30, 2015

June was a difficult month for U.S. equity markets. Markets were generally flat for most of June but dropped precipitously toward month-end as the Greek crisis worsened. Read More →

New White Paper Available: Going Beyond Full Disclosure – A View From the Summit

  Jul 1, 2015 - 5:48 pm | Retirement Plans
Comments Off on New White Paper Available: Going Beyond Full Disclosure – A View From the Summit

Revenue sharing and its impact on plan participant accounts continues to be a hotly discussed topic within the retirement plan industry, especially in light of recent Supreme Court rulings, class action suits and DOL scrutiny. Read More →

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  • Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org and www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.