Broker Check

Corporate Advisory Services and Retirement Plans

Summit Planning Group provides advice to business owners and corporate officers on 401(k), profit sharing, defined contribution, defined benefit and executive benefit plans.

Services to Pension Plan Fiduciary

- Education and supporting plan fiduciary / committee.

- Assist with the development of the Investment Policy Statement (IPS) and investment reporting and monitoring.

- Evaluate plan service providers and fee benchmarking peer groups.

Services 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 the business owner and corporate executives.

- Provide fee-based comprehensive financial planning services.

- Provide educational seminars for select groups on diverse financial subjects including retirement planning, estate planning, employee benefits and social security.