Let us worry about the details so you can focus on what is important... your business.
Using a service model that promotes both personal attention and specialized expertise, Summit will deliver the support you need at every point of your plan’s development, implementation and ongoing maintenance. Through our administrative services and recordkeeping platform, we can deliver in partnership with your investment advisor a streamlined, cost effective solution for your retirement plan. Our goal is to exceed your expectations by improving the retirement plan experience for you and your participants.
While there are often many priorities when sponsoring a retirement plan, we understand plan sponsors are interested in a provider who will deliver: