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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First ACA Information Returns Due in 2016

Employers are required to report for the first time in early 2016 for calendar year 2015.

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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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Check the background of Commonwealth Financial Network with BrokerCheck by Finra
July 2016 | Market Updates
Market Update for the Quarter Ending June 30, 2016

The big news for June was the “Brexit” referendum at month-end, when Britain voted to leave the European Union (EU).

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May 2016 | Employee Benefits
Summit in the News

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.

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March 2016 | Employee Benefits / Retirement Plans
Be Well

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.

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February 2016 | Retirement Plans
Summit in the News

Kevin Haskell, VP of Retirement Plan Services, provides perspective regarding the challenges facing small to mid-sized business in recent Fiduciary News article

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February 2016 | Financial Planning
Summit Financial Planning Expert Quoted in U.S. News & World Report Article

Trish Gildea, Senior Financial Planner was recently quoted in a US News and World Report article, "6 Tax Tips Investors Need To Know"

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December 2015 | Retirement Plans
What Do Rising Interest Rates Mean for You?

Last week’s big news was that the Federal Reserve (Fed) has finally increased interest rates, by 25 basis points or one-quarter of 1 percent.

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October 2015 | Retirement Plans
IRS Announces 2016 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 2016.

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June 2016 | Employee Benefits
The ABC's of Self-Funding Your Health Plan

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.

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April 2016 | Market Updates
Market Update for the Quarter Ending March 31, 2016

After a dismal start to the year, financial markets bounced back in March.

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March 2016 | Retirement Plans
Plan Sponsors Face Full Court Press

The flurry of 401(k) court cases, increased ERISA enforcement, what plan sponsors need to be aware of, and a reminder about revenue sharing.

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February 2016 | Retirement Plans
Summit's Paper on "Revenue Sharing" Cited in Plan Adviser

Summit’s white paper was referenced in a Plan Adviser article, "Awareness of Fee Levelization Is on the Rise"

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January 2016 | Market Updates
Market Update for the Quarter Ending December 31, 2015

U.S. markets disappointed for the first time in years, with weak results for December and 2015 as a whole and despite closing with a very solid fourth quarter.

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November 2015 | Retirement Plans
DOL Cites "Serious Problems" With Benefit Plan Audits

Email To Plan Sponsors Stresses Importance Of Hiring Qualified CPAs

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