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For full access to the official press release, please visit PRLog. If you’re interested in expert guidance on ERISA compliance,…
Dale Young, Chairman and CEO of Summit Financial Group and Chairman of the Texas Business Leadership Council (TBLC), recently joined a high-profile delegation…
Congratulations to our Investments team who was selected as a Top DC Advisory Team of 2025 by the National Association…
Congratulations to Kaci Skidgel for being named a 2024 NAPA Top Women of Excellence, formerly Top Women Advisor, earning this…
Congratulations to our very own Kaci Skidgel who achieved the 2024 PLANADVISER Top Retirement Plan Advisers recognition, marking two years…
We’re thrilled to announce that Compass Benefit Solutions, LLC has merged into the Summit organization. Read the full story here:
…Congratulations to our Investments team who was selected as a Top DC Advisory Team of 2024 by the National Association…
Congratulations to Kaci Skidgel for being named a 2023 NAPA Top Women Advisor, earning this accolade for the 8th year!…
In a recent publication by Investment News, the publication answered the question of how catch-up contributions are affecting high-earners through…
We are proud to announce our feature in The Journal Record’s Milestone publication, commemorating our remarkable 35-year journey as a…
Congratulations to our Investments team who was selected as a Top DC Advisory Team of 2022 by the National Association…
Congratulations to our very own Kaci Skidgel who achieved the 2023 PLANADVISER Top Retirement Plan Advisers recognition, marking two years…
In a recent publication by the National Association of Plan Advisors, NAPA Net Magazine, they featured 10 NAPA Top Women…
Congratulations to Kaci Skidgel for being named a 2022 NAPA Top Women Advisor, earning this accolade for the 7th year!…
Congratulations to our very own Kaci Skidgel who earned the 2022 PLANADVISER Top Retirement Plan Advisers recognition! Click on the…
Congratulations to our Investments team who was selected as a Top DC Advisory Team of 2021 by the National Association…
Congratulations to our Investments team who was selected as a Top DC Advisory Team of 2020 by the National Association…
Congratulations to Kaci Skidgel for being named a 2020 NAPA Top Women Advisor for the 6th consecutive year. The NAPA…
It’s never too late to start focusing on financial wellness. Check out this article cowritten by Kaci Skidgel and Jon…
Our Retirement Plan Practice Leader, Kaci Skidgel partnered with Jon Anderson of Cetera Financial Group, on Cetera’s 401(k) Fee for…
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