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- Why Summit?
While reviewing compliance services with a prospective client, Summit Benefit Solutions uncovered some critical areas of exposure with their prospect’s annual 5500 filings.
Summit managed the successful implementation of a consumer driven “High Deductible Health Plan” for a client with locations across the country.
A Summit client received a benefits renewal that seemed reasonable on its face, but proved to be much too high.
Careful review of a new clients plan document saved them from unintentionally “doubling” their contribution to the Plan.
A client of ours was purchased by a global leader in their industry. Summit uncovered that there was a control group relationship that required specialized testing.
While selecting investments, the client’s Investment Committee wanted to retain as many of their existing funds that have performed adequately to minimize disruptions to plan participants.
Through proper plan design, Summit was able to negate all refunds due to failing discrimination testing.
While in the process of reviewing a client’s annual data to perform the non-discrimination testing in 2008, we discovered that the client now belonged to a controlled group of corporations.
While working with a sophisticated not-for-profit medical journal, Summit’s on-going consulting services were instrumental in this partnership.