Broker Check

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.