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.
