Corporate Retirement Plans and Executive Benefits
Summit Planning group provides advice to business owners and
corporate officers on 401(k), profit sharing, defined contribution, defined
benefit and executive benefits.
Services to Pension Plan Fiduciary
- Education and supporting plan
fiduciary/committee
- Assisting with the development of the Investment
Policy Statement (IPS) and investment reporting and monitoring.
- Assisting with evaluating plan service providers
and Fee Benchmarking peer groups
Service to Pension Plan Participants
- Employee enrollment and investment education
- Participant Retirement Readiness Consulting
- Participant Education on plan expenses and fee
analysis.
Executive Benefits
- Assist in development of deferred compensation,
executive bonus, salary continuation and other carve out benefits for business
owner and corporate executives
- Provide fee based comprehensive financial
planning services
- Provide seminars for select groups on diverse
financial subjects including retirement planning, estate planning, employee benefits and social security.