We don't assume you know everything about retirement plans and we don't expect you to.

But how do you know which plan is right for you and the unique needs of your business? Take advantage of our expertise. Let us help you connect the dots when it comes to retirement plans. No matter what your goals are, Summit can help with our strong plan consulting focus.

Consider the opportunities a well-crafted retirement plan can offer

  • A retirement plan is a key component of an organization’s benefits package since it helps in acquiring and retaining the most talented workforce.
  • Establishing a retirement plan shows your employees in a very real way that you care about their future and their families. A retirement plan gives your employees even more reason to remain committed to your business… and to your success.
  • Retirement plans offer businesses and their employees’ special tax advantages by getting an immediate tax deduction for the amount you contribute each year.
  • You and your employees save on taxes because you don’t pay federal income tax on amounts contributed to a 401(k) plan.
  • You and all plan participants could actually earn more through tax-deferred accumulation of income and investment gains.
  • You and your employees could experience an overall tax reduction since your tax bracket may well be lower when withdrawals are finally made.

When you’re ready to establish a plan (or convert an existing one), the Summit service team will help you and your financial professional find the right solution for your business. We will walk you and your employees through the steps of setting up the plan.

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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:

  • A seamless operational environment
  • Proactive and responsive service
  • The highest quality investment menu
  • A program with attractive features and benefits, including the participant website, quarterly statements, and educational booklets.
  • Easy to comprehend participant education through regular, on site meetings so participants can understand the plan, make sense of the investment options and select the appropriate mix of investments.