Combining Our Expertise with Your Goals
Collaborating to optimize benefits and foster organizational success
Human Resource professionals and organizational leaders rely on our experienced, knowledgeable consultants to ensure effective management of your company’s Employee Benefits. Our team will facilitate alignment with your organizational goals, resulting in attracting and retaining top talent while controlling costs and save you time.
Providing Solutions for HR Professionals
Employee Benefits
We strive to be an extension of your HR Team providing training, compliance, and benefit guidance. We identify the ideal benefits package, guide the enrollment process, and provide continued advocacy.
Risk Management
We identify risks and exposures as part of a comprehensive ‘gap analysis’ to minimize unexpected business losses. This includes transferring risks through insurance programs, ensuring long-term protection and sustainability.
Retirement Plans
In a highly regulated environment, we serve as fiduciary advisors and advocates to confidently secure the most advantageous retirement plan, providing education and guidance to employees at each stage of their financial journey.
Wealth Management
We provide more than just investment strategies and management; we offer advice and create a lifelong personalized financial plan to fit your unique needs and goals.
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Frequently Asked Questions
Summit offers tailored benefits packages and financial planning services to support employees’ holistic development and ensure their financial security. Our comprehensive solutions help create a nurturing workplace culture that promotes growth and well-being.
We prioritize employee satisfaction and well-being, providing resources and guidance to help HR professionals create a nurturing workplace culture. Our personalized approach ensures that each organization’s unique needs are met.
We offer comprehensive benefits solutions and financial education programs to empower employees and help them achieve their personal and professional goals. Our services are designed to enhance employee satisfaction and retention.
Our personalized approach and commitment to understanding each organization’s unique needs enable us to deliver tailored solutions that drive employee satisfaction and organizational success. We focus on creating value through customized benefits and financial planning services.
Yes, our team of experts works closely with HR professionals to address individual employee needs and develop strategies to overcome any challenges they may face, ensuring a supportive and thriving workplace environment.
We provide the highest level of compliance support to ensure benefit programs address equity and diversity. This includes routine assessments and aligning benefits with the diverse needs of the workforce, promoting an inclusive and equitable workplace.
Employee engagement is a cornerstone of the benefit programs we design. We use a variety of communication channels, including digital resources, to guide employees to the appropriate level of care and the most cost-effective options, ensuring they understand and value their benefits.
Summit offers continuous support, education, and resources to ensure sustained financial health and employee satisfaction. Our ongoing services include regular plan reviews, compliance support, and personalized consultations to address evolving needs.
