Ready to map out a plan for the future? Our experienced team will help you take the first step.
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Retirement plans are complex, and oversight is tedious. It is necessary to have an experienced and proven advocate. Our processes ensure you meet your fiduciary responsibilities, engage employees, and align with your company’s culture.
Our award-winning team works for you so that you can benefit from fiduciary services, operational reviews, committee oversight, and plan audit support.
Offering a retirement plan attracts talent yet managing it can be complex. Summit advisors design, analyze, manage, educate, and consult for optimal outcomes.
Summit provides personalized support for employees to navigate their benefits, assist with enrollment, resolve issues, and advocate to ensure employee satisfaction and appreciation.
Summit works to create the most successful plan through proactive compliance, legislative and regulatory updates, risk mitigation, benchmarking, and performance reviews.
We act as a 3(21) or 3(38) Fiduciary Advisor for our clients, analyzing your investments to protect the company on an ongoing basis.
We offer comprehensive education through group and individual one-to-one consultations for enhanced understanding and satisfaction and to boost plan participation.
Beyond 401k – to attract, reward, and retain top talent in your organization, we implement qualified and non-qualified solutions.
The Summit Advantage is a proven, comprehensive process designed to provide clients with security, peace of mind, and success. Our clients receive customized solutions and ongoing support to confidently pursue their future.
Ready to map out a plan for the future? Our experienced team will help you take the first step.
Summit offers ongoing services such as regular plan reviews, investment monitoring, participant education, compliance support, and fiduciary oversight. We ensure your retirement plan remains competitive and aligned with your company’s goals.
Yes, Summit Financial Group acts as a fiduciary on your retirement plan, ensuring that we always act in the best interests of your company and employees.
Yes, Summit provides recommendations on investment offerings and service providers by evaluating your plan’s specific needs and objectives. We conduct regular reviews of your retirement plan’s investment options, assessing performance, fees, and overall alignment with your goals. This helps ensure that the investments remain competitive, cost-effective, and suitable for your participants.
Summit enhances employee participation by offering educational workshops, personalized consultations, and clear communication strategies that highlight the benefits of retirement savings. We provide comprehensive financial education and planning services, including one-on-one consultations, online resources, and interactive workshops. Our goal is to empower employees with the knowledge they need to make informed decisions about their retirement and increase overall engagement in the plan.
Our team continuously monitors changes in retirement plan regulations and industry trends to ensure our advice remains current and effective. We provide timely updates and adjust your plan as needed to comply with new regulations and best practices.
We help you manage costs by negotiating with service providers, optimizing plan design, and implementing cost-effective investment options. Our goal is to provide a high-quality retirement plan while controlling expenses.
Our fees are transparent and based on the scope of services provided. We discuss and agree on the fee structure upfront, ensuring there are no hidden costs. Our goal is to deliver value that exceeds the cost of our services.
Yes, we guide employees through their options when leaving the company, including rolling over their 401(k) to an IRA, transferring to a new employer’s plan, or other strategies to maximize their retirement savings.
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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.
