A Solution Before the Problem
Summit’s employee benefits and Medicare divisions worked together to cut a projected 70% medical renewal, protect compliance, and lower costs for both the employer and its employees.
Summit’s employee benefits and Medicare divisions worked together to cut a projected 70% medical renewal, protect compliance, and lower costs for both the employer and its employees.
SECURE Act 1.0, SECURE 2.0, and several years of retirement plan changes are finally making their way into the next generation of 401(k) plan documents. If you have sponsored a 401(k) plan for 10+ years, you have probably signed a few giant documents without reading every page. No judgment. Even
Summit provides personalized guidance, education, and hands-on support to help clients make more confident Medicare decisions without delays, penalties, or gaps in coverage.
© 2026 All Rights Reserved.
Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which theyare properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
