You need a partner who is objective, trustworthy and who understands the critical role they play in helping plan sponsors and their investment advisors build a successful retirement plan solution for their businesses and their employees.
Built on a foundation of quality and timely service, Summit maintains a continuous focus on keeping our clients' objectives in mind. We know it’s not a one-size-fits-all world when it comes to retirement plans. You can count on our expertise to design and implement a plan that best suits your retirement and tax savings goals.
We are here to help you. Excellent support matters and our knowledgeable retirement plan coordinators ensure that you will get the answers you need. With personalized customer service and “one point of contact”, we will walk you through the implementation of a new plan or the transition and conversion of an existing plan.