- 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
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
With more employers moving to self-funding, Eric Gulko, VP and Consultant in our Employee Benefits division, provided some insight on the topic for CFO Magazine.Go
After a dismal start to the year, financial markets bounced back in March.Go
The flurry of 401(k) court cases, increased ERISA enforcement, what plan sponsors need to be aware of, and a reminder about revenue sharing.Go
Summit’s white paper was referenced in a Plan Adviser article, "Awareness of Fee Levelization Is on the Rise"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
Eric Gulko, VP & Consultant in our Employee Benefits division, wrote about the issue of millennials in the workplace and the impact on Employee Benefits in a recent BenefitsPro article.Go
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.Go
Kevin Haskell, VP of Retirement Plan Services, provides perspective regarding the challenges facing small to mid-sized business in recent Fiduciary News articleGo
Trish Gildea, Senior Financial Planner was recently quoted in a US News and World Report article, "6 Tax Tips Investors Need To Know"Go