- About Us
- Why Summit?
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.
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.
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.
Employees and employers, now more than ever, need to take the appropriate steps to ensure that prudent decisions are made.Read White Paper
Employers are required to report for the first time in early 2016 for calendar year 2015.Read More
Revenue sharing and its impact on plan participant accounts continues to be a hotly discussed topic within the retirement plan industry.Read White Paper
Insurers and health plans are exploring new ways to drive consumer and provider behavior.Read White Paper
U.S. equity markets had a very strong first quarter, despite mixed results for March itself.Go
Republican leaders in the U.S. House of Representatives have released the American Health Care Act, a bill which seeks to "repeal and replace" the Affordable Care Act (ACA).Go
Confidence was the key for the U.S. economy and financial markets in December. U.S. markets ended the year on a high note, with all three major indices up for the month, capping off positive quarterly and annual returns.Go
A common challenge for sponsors of defined contribution retirement plans is measuring the success of their plans in meeting their employees’ future needs.Go
Despite volatility, U.S. equity markets bounced back to close September with mixed results.Go
Proposals may impact employer liability under "pay or play".Go
Senior Financial Planner Trish Gildea spoke to U.S. News and World Report about home loans as a method to pay for college.Go
April 3-7 is National Retirement Planning Week 2017, an effort led by The National Retirement Planning Coalition (NRPC) to promote the importance of comprehensive retirement planning.Go
Exchange-traded funds (ETFs) have grown in popularity, drawing investors’ interest with low expenses, diversification, trading flexibility and tax efficiency.Go
As you consider New Year’s resolutions related to your health, your career or your social life, consider adding your finances to the start-of-a-new-year equation.Go
As 2016 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.Go
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.Go
Peter Manning, President of Summit Financial Strategies, spoke to Financial Advisor Magazine about retirement planning for self-employed and small business owners.Go
The big news for June was the “Brexit” referendum at month-end, when Britain voted to leave the European Union (EU).Go