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Summit merged with JULY, a leading retirement plan provider, in July of 2019. Together, we're here to serve you.
Summit and JULY's diverse and independent investment platforms are designed to meet your customized objectives.
JULY's technology expertise allows for scale in Summit's commitment to personalized service.
Once your plan is established our core recordkeeping platform provides the support and accuracy you need to manage ongoing contributions, loans, distributions and other types of transactions.
Take advantage of a full suite of retirement plan services to help you maximize the effectiveness of your plan design, simplify plan management and drive better employee actions.
In addition to your retirement needs, Summit can offer you a Cutting-Edge Human Capital Management platform built specifically for small to midsize employers.
Our goal is to maintain a detailed retirement process that includes ongoing fund monitoring to ensure that the retirement plan is always up to date.
Investment selections can be tailored to an individuals situation based on either risk tolerance or needs and goals
When partnering with Summit, you will receive exceptional support helping you gain new clients and retain existing.
We give you the best possible retirement solution available. We have the experience to understand your needs and the needs of your clients.
All funds within our open architecture program are free from front-end loads, back-end loads, or annuity/mortality charges..
As the Department of Labor continues to put greater emphasis on fees and investments, fiduciary liability continues to escalate.Let us help take an active role in fund monitoing
We are responsible and accountable for what we do and the services we deliver.
Simply stated—We stand behind our work.
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