- About Us
- Why Summit?
We anticipate our clients’ pain points before they arise creating greater peace of mind through our exceptional professional skills and proactive service model.
No one can predict the future evolution of the benefits landscape with absolute certainty — including the providers of those products.
We keep you abreast of the ongoing impact to your organization and apply our extensive knowledge and expertise in ways that deliver maximum benefit.
Summit Benefit Solutions is a leading independent provider of benefits brokerage, consulting and administration services. We serve both large and small employers, located in New England and nationwide.
We are truly partners with our clients, offering the expertise of a large benefits firm with the service level and flexibility of a boutique. In an increasingly complex benefits marketplace, we add value by working with our clients to implement and manage creative, regulatory compliant, and cost-effective solutions.
We partner with our clients to design the most efficient, cost effective plans designed to meet each client’s unique organizational needs. We design and implement plans including but not limited to:
To help meet your goals, we follow a process which often includes the following steps:
See also: Managing Client Renewals case study
Clients may elect to provide personalized benefits statements to their employees. This statement highlights areas of compensation that many employees are unaware of or may take for granted. Statements generally include the company-paid portion of such benefits as:
Summit also can provide benefits confirmation statements to verify employee annual enrollments.
As a part of our renewal process, Summit can provide you with a summary of plan data illustrating how the provisions of your plan, premium rates, contribution strategy and other features of your benefit plan compare with businesses of similar size, type and location. Data sources include the Kaiser Foundation annual survey, U.S. Department of Labor data and state specific employer statistical studies when available.
Benchmarking doesn’t stop with the presentation of data, however. As part of our service, Summit can provide you with a customized “Report Card,” summarizing how your plans and benefits practices compare with other employers.
At Summit, our mission is to preserve and build your business capital and ensure your company’s future is financially sound. We provide a wide range of services for closely-held businesses, including:
As your trusted tax advisor, we provide services with personalized attention to your business’s specific needs. Balancing the needs of the business with those of the owners and employees is an integral part of our practical approach.
Summit serves as an extension of your team, helping you manage your employee benefits program. As part of this partnership, we make sure that you have the tools information, and resources to do your job.
We can meet with you or your staff to provide you Benefits 101 training. This includes information needed to operate an efficient and compliant benefits program. We will provide communications to keep you up to date on legislation that may impact the administration of your benefits program.
We also conduct employee meetings onsite during Open Enrollment, health fairs, plan implementations or other special events.
Finally, we offer seminars and webinars covering topics of interest to our clients.
Summit offers a suite of services designed to support your organization’s administration needs. Services are flexible and can be customized. Sample services include:
Employee Wellness Programs have gained in popularity as employers see the evident link between employee health and reduction in health care claims. Providing employees with education and easy methods of adopting healthy lifestyles ensures the greatest success of an Employee Wellness Program.
Summit can provide you with advice, communications and plans for creating events, tools and communication materials that will help encourage employees to focus on improving their health. An effective Employee Wellness Program can:
Your Wellness Program can be a simple but effective communications campaign or it can be a robust program that includes health screenings, health fairs, onsite workshops for smoking cessation or weight loss, flu shots, ergonomic assessments, fitness benefits, one on one coaching, etc.
Benefits laws and regulations continue to evolve. Although Summit cannot provide you with legal advice, our staff has significant compliance expertise as well as significant experience in running benefit programs for other companies. We understand where many of the “soft” spots are within organizations and we understand their impact. Sample areas for review include:
See also: Compliance Expertise case study
Summit can also provide additional services by introducing you to some of our outside partners. Some of these services include general human resources consulting and administration, payroll processing, and other professional services.
Services are customizable and can be tailored to small and large companies. Support can be project-based or on retainer basis.