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.
