Why Summit?


Attention to Detail

Careful review of a new clients plan document saved them from unintentionally “doubling” their contribution to the Plan.

Read the full case study

Our clients demand the best when fulfilling their needs and they recognize their success can start by developing a relationship with a partner that appreciates the value of this special relationship.  Whether as an individual, or representing an organization, they recognize that Summit shares their passion.  

Our clients are informed. They’re enlightened, sophisticated and have choices when it comes to selecting their providers and consulting partners. Our clients want to know exactly what they are paying for and what they are receiving for their investment in us. Our clients recognize the value of world class benefits, investment education and communication, delivered in an easy-to-understand style. Our clients are not impressed with “big” name service providers, but rather seek quality, value and commitment.