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.

Read White Paper
First ACA Information Returns Due in 2016

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

Read More
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.

Read White Paper
Creating Competition through Limited and
Tiered Provider Networks

Insurers and health plans are exploring new ways to drive consumer and provider behavior.

Read White Paper
Check the background of Commonwealth Financial Network with BrokerCheck by Finra
September 2016 | Employee Benefits
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.

Go
September 2016 | Financial Planning
Summit in the News

Peter Manning, President of Summit Financial Strategies, spoke to Financial Advisor Magazine about retirement planning for self-employed and small business owners.

Go
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).

Go
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.

Go
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.

Go
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

Go
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"

Go
September 2016 | Employee Benefits
IRS Issues Proposed Regulations on "Opt-Out" Arrangements

Proposals may impact employer liability under "pay or play".

Go
August 2016 | Financial Planning
Summit in the News

Senior Financial Planner Trish Gildea spoke to U.S. News and World Report about home loans as a method to pay for college.

Go
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.

Go
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.

Go
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.

Go
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"

Go
 

All News

200 OK

OK

The server encountered an internal error or misconfiguration and was unable to complete your request.

Please contact the server administrator, [no address given] and inform them of the time the error occurred, and anything you might have done that may have caused the error.

More information about this error may be available in the server error log.