A journey of a thousand miles begins with a single step. A relationship with Summit starts with a single conversation.

We adopt a consultative approach at the earliest stage of every client engagement. Even when an initial conversation doesn’t translate into a working relationship, the people we connect with feel their interaction with us is worthwhile, enlightening, and represents time well spent.

Achievement takes many forms – and collaboration across our divisions yields greater benefits for our clients.

Both across our divisions and in our client relationships, we promote a culture of collaboration based on high professional standards and consistent service delivery. The daily interactions that take place among our experts and with our clients’ advisors create benefits for clients who work with an individual division or entrust us with multiple lines of business.

When it comes to working with us, our clients take the long view. So do our employees.

In a world where markets fluctuate and certainty is elusive, we maintain that emphasizing the long view over short-term gain improves the quality and performance of our plans, investments, and client relationships.

     Because achievement
comes in many forms

Managing Retirement
Benefits in Today’s

Employees and employers, now more than ever, need to take the appropriate steps to ensure that prudent decisions are made.

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First ACA Information Returns Due in 2016

Employers are required to report for the first time in early 2016 for calendar year 2015.

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Revenue Sharing Impacts Company Retirement Plans

Revenue sharing and its impact on plan participant accounts continues to be a hotly discussed topic within the retirement plan industry.

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Creating Competition through Limited and
Tiered Provider Networks

Insurers and health plans are exploring new ways to drive consumer and provider behavior.

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October 2015 | Employee Benefits
Medicare Part D Creditable Coverage Notices Due Prior to October 15th

In preparation for the Medicare fall open enrollment period, employers sponsoring group health plans that include prescription drug coverage are required to notify all Medicare-eligible individuals whether such coverage is creditable.

September 2015 | Financial Planning
Relationship or Robo Advisor?

In today's economy, technology is the catalyst for driving change and disruption in the customer journey; and the financial planning industry is no different. New technology, in the form of "robo advisors," has emerged with the promise of providing inexpensive financial advice to the average consumer.

July 2015 | Market Updates / Retirement Plans
Market Update for the Quarter Ending June 30, 2015

June was a difficult month for U.S. equity markets. Markets were generally flat for most of June but dropped precipitously toward month-end as the Greek crisis worsened.

June 2015 | Employee Benefits
California Regulations Add Additional Leave Notice Requirements

The California Fair Employment and Housing Council has released new regulations concerning the California Family Rights Act. The new regulations are effective July 1, 2015.

June 2015 | Employee Benefits
Reminder: PCORI Fees Due by July 31 for Employers Sponsoring HRAs and Other Self-Insured Plans

Fees to fund the Patient-Centered Outcomes Research Institute (PCORI) are due July 31 from employers that sponsor certain self-insured health plans, including health reimbursement arrangements (HRAs) that are not treated as excepted benefits.

September 2015 | Retirement Plans

It's been a few years since the revised regulations, handed down by the IRS and DOL, changed nearly every aspect of 403(b) plan administration. These sweeping changes aimed to mimic 401(k) plan management. However, recent surveys indicate 403(b) plans trail their 401(k) peers in critical areas that have helped to improve plan health and participant outcomes.

July 2015 | Employee Benefits
First ACA Information Returns Due in 2016

The Internal Revenue Service (IRS) released draft forms for 2015 to help employers prepare for the new information reporting provisions under the Affordable Care Act (ACA). Employers are required to report for the first time in early 2016 for calendar year 2015.

July 2015 | Retirement Plans
New White Paper Available: Going Beyond Full Disclosure - A View From the Summit

Revenue sharing and its impact on plan participant accounts continues to be a hotly discussed topic within the retirement plan industry, especially in light of recent Supreme Court rulings, class action suits and DOL scrutiny.

June 2015 | Employee Benefits
Massachusetts Earned Sick Leave Law Generally Effective July 1, 2015

The Massachusetts Office of the Attorney General has released the earned sick time Notice of Employee Rights and also has issued revised guidance concerning the safe harbor from the law for certain employers with existing Paid Time Off (PTO) policies.

May 2015 | Employee Benefits
HSA Contribution Limits and Minimum Deductibles Adjusted for Inflation

The IRS has released the 2016 inflation adjusted amounts for health savings accounts (HSAs).