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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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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January 2018 | Market Updates
Market Update for the Quarter Ending December 31, 2017

U.S. financial markets were strong throughout 2017 and capped off the year with even more gains in December.

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December 2017 | Retirement Plans
The Rise of the Cryptocurrencies

Bitcoin is a digital currency that allows for the transfer of payment between two parties, without the help of a bank—and without government oversight.

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October 2017 | Retirement Plans
IRS Announces 2018 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 2018.

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September 2017 | Financial Planning
Debunking the Myths of Financial Planning

In many cases, what you might think about the world of financial planning, or about the role of financial advisors, does not necessarily match the reality.

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July 2017 | Market Updates
Market Update for the Quarter Ending June 30, 2017

Mixed returns in June cap strong second quarter.

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February 2017 | Financial Planning
What You Need to Know About Exchange-Traded Funds

Exchange-traded funds (ETFs) have grown in popularity, drawing investors’ interest with low expenses, diversification, trading flexibility and tax efficiency.

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December 2017 | Employee Benefits / Retirement Plans
Hub International Acquires the Assets of Summit Financial Corporation

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November 2017 | Employee Benefits
End-of-Year Action Items

As 2017 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 2017 | Market Updates
Market Update for the Quarter Ending September 30, 2017

Despite some early volatility, September ended up being a positive month for most financial markets. This capped off a solid quarter where markets also saw gains across the board.

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August 2017 | Retirement Plans
Passive vs. Active Funds

What’s the best choice for you?

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April 2017 | Market Updates
Market Update for the Quarter Ending March 31, 2017

U.S. equity markets had a very strong first quarter, despite mixed results for March itself.

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December 2016 | Retirement Plans
Using the Income Replacement Ratio to Measure Plan Health

A common challenge for sponsors of defined contribution retirement plans is measuring the success of their plans in meeting their employees’ future needs.

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