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
Economy

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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April 2016 | Market Updates
Market Update for the Quarter Ending March 31, 2016

After a dismal start to the year, financial markets bounced back in March.

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March 2016 | Employee Benefits / Retirement Plans
Be Well

Financial stress is impacting large numbers of employees. How are employers responding? Also, the increase of high deductible health plans and how HSAs represent the convergence of financial, healthcare, and retirement planning.

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February 2016 | Retirement Plans
Summit in the News

Kevin Haskell, VP of Retirement Plan Services, provides perspective regarding the challenges facing small to mid-sized business in recent Fiduciary News article

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February 2016 | Financial Planning
Summit Financial Planning Expert Quoted in U.S. News & World Report Article

Trish Gildea, Senior Financial Planner was recently quoted in a US News and World Report article, "6 Tax Tips Investors Need To Know"

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December 2015 | Retirement Plans
What Do Rising Interest Rates Mean for You?

Last week’s big news was that the Federal Reserve (Fed) has finally increased interest rates, by 25 basis points or one-quarter of 1 percent.

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November 2015 | Employee Benefits
End-of-Year Action Items

As 2015 comes to a close, it's the time of year to review those end-of-the-year benefit plan "action items" that may require your attention.

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October 2015 | Retirement Plans
IRS Announces 2016 Pension Plan Limits

The Internal Revenue Service recently announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for Tax Year 2016.

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October 2015 | Retirement Plans
A Word on Volatility

Retirement savers are looking at their 9/30/15 statements and are likely seeing some disappointing numbers. This is a good time to provide perspective and show how the market’s volatility can work for us…and recall the sage wisdom of market philosopher, Bill Belichick.

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October 2015 | Market Updates
Market Update for the Quarter Ending September 30, 2015

September was a weak month for U.S. markets, with the Dow Jones Industrial Average posting a loss of 1.35 percent; the S&P 500 Index declining further, down 2.47 percent; and the Nasdaq dropping 3.27 percent.

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September 2015 | Retirement Plans
403-B-READY OR NOT

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.

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April 2016 | Employee Benefits / Financial Planning / Retirement Plans
May 19th Event: Telehealth Demonstration and Fiduciary Rule Discussion

An expert panel will lead a discussion on the Fiduciary Rule, as well as other topics facing plan sponsors and the retirement plan industry. Also, a live, "virtual office visit" demonstration will be led by Blue Cross Blue Shield and Summit's VP of Employee Benefit Plans, Eric Gulko.

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March 2016 | Retirement Plans
Plan Sponsors Face Full Court Press

The flurry of 401(k) court cases, increased ERISA enforcement, what plan sponsors need to be aware of, and a reminder about revenue sharing.

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February 2016 | Retirement Plans
Summit's Paper on "Revenue Sharing" Cited in Plan Adviser

Summit’s white paper was referenced in a Plan Adviser article, "Awareness of Fee Levelization Is on the Rise"

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January 2016 | Market Updates
Market Update for the Quarter Ending December 31, 2015

U.S. markets disappointed for the first time in years, with weak results for December and 2015 as a whole and despite closing with a very solid fourth quarter.

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November 2015 | Retirement Plans
DOL Cites "Serious Problems" With Benefit Plan Audits

Email To Plan Sponsors Stresses Importance Of Hiring Qualified CPAs

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October 2015 | Employee Benefits
Transitional Reinsurance Fee Calculation Due by November 15

Action needed by self insured health plans that provide medical (not dental) benefits and excluding HRA Plans. Self insured plans are referred to as "contributing entities". Insurance companies pay this fee for insured plans.

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October 2015 | Retirement Plans
The DOL Ruling, Outcomes, and Goldfish

Experienced, thoughtful retirement plan advisors, who serve as a plan fiduciary, can unburden plan sponsors and allow them to focus on their business. Through improved plan design and providing impartial investment guidance, participants stand a better chance of improving outcomes and achieving retirement at their desired age.

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October 2015 | Retirement Plans
Defined Benefit Plan Entropy

Equity returns, shifts in the yield curve and pending legislative changes have significant implications for defined benefit plan sponsors. This article summarizes how this confluence of events could affect DB plans from administrative and financial standpoints for the end of 2015 and beyond.

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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.

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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.

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