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Monthly Archives: September 2016

Medicare Part D Notice Due by October 14th

  Sep 19, 2016 - 6:45 am | Employee Benefits
Comments Off on Medicare Part D Notice Due by October 14th

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. Read More →

IRS Issues Proposed Regulations on “Opt-Out” Arrangements

  Sep 8, 2016 - 12:53 pm | Employee Benefits
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Proposals may impact employer liability under “pay or play”. Read More →

Summit in the News

  Sep 6, 2016 - 7:36 am | Financial Planning
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Peter Manning, President of Summit Financial Strategies, spoke to Financial Advisor Magazine about retirement planning for self-employed and small business owners. Read More →

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  • Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org and www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.