Protecting Your Organization from Liability with a Tailored Plan Design
Summit is your guide for navigating the retirement plan complexities of mergers and acquisitions so your organization can hit its stride sooner. THE CHALLENGE: A management group who owns medical practices and facilities had completed several mergers and acquisitions over an 8-year span. “The client needed to meet compliance testing requirements while minimizing costs.” The […]
Don’t Leave Your Plan on Auto-Pilot
Summit advisors take a hands-on approach to managing your plan cost, performance, and compliance so you can avoid surprises down the road. THE CHALLENGE: Before Summit, this aviation company with over $40 million in assets and 500+ employees had a recordkeeper with steep fees and a commission-based advisor. This advisor did not act as a […]
Your Advisor Shouldn’t Be a Generalist
Summit specializes in plan analysis and design to provide optimized solutions for your business and employees, so you never have to wonder if you’re getting the most out of your retirement benefit. THE CHALLENGE: With the bank’s growth and purchase of multiple branches, they wanted to provide a more robust overall benefit with enhanced matching, […]
