- About Us
- Why Summit?
We adopt a consultative approach at the earliest stage of every client engagement. We want people we connect with to feel that their interaction with us is worthwhile, enlightening, and represents time well spent
Both across our divisions and in our client relationships, we promote a culture of collaboration based on high professional standards and consistent service delivery. The daily interactions that take place among our experts and with our clients’ advisors create benefits for clients who work with an individual division or entrust us with multiple lines of business.
In a world where markets fluctuate and certainty is elusive, we maintain that emphasizing the long view over short-term gain improves the quality and performance of our plans, investments, and client relationships.
Employees and employers, now more than ever, need to take the appropriate steps to ensure that prudent decisions are made.Read White Paper
Revenue sharing and its impact on plan participant accounts continues to be a hotly discussed topic within the retirement plan industry.Read White Paper
Insurers and health plans are exploring new ways to drive consumer and provider behavior.Read White Paper
The Internal Revenue Service recently announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for Tax Year 2022.Go
For many Americans, the novel coronavirus (COVID-19) pandemic has resulted in an immediate need for funds that can provide financial stability. In response, lawmakers have lessened financial burdens through stimulus legislation that includes several temporary rule changes to retirement account withdrawals.Go
When participants can’t afford to retire, their employers bear the costs, like heftier wages combined with steeper healthcare and workers’ compensation liabilities. It also makes it more difficult to win the battle for tomorrow’s new talent. The solution lies in better retirement plan design.Go
In many cases, what you might think about the world of financial planning, or about the role of financial advisors, does not necessarily match the reality.Go
Exchange-traded funds (ETFs) have grown in popularity, drawing investors’ interest with low expenses, diversification, trading flexibility and tax efficiency.Go
Markets pulled back sharply in September after setting record highs in August.Go
A bill that comprehensively reshapes the realm of employer-sponsored retirement plans for employers and employees alike has been passed into law.Go
Employers are struggling to help their employees address the burden of student loan debt without sacrificing retirement savings. The IRS recently showed a willingness to remove one hurdle to address this issue through a retirement plan.Go
Bitcoin is a digital currency that allows for the transfer of payment between two parties, without the help of a bank—and without government oversight.Go
What’s the best choice for you?Go
A common challenge for sponsors of defined contribution retirement plans is measuring the success of their plans in meeting their employees’ future needs.Go