How We Are Different

Employer Wears Too Many Hats

Fiduciary responsibilities, administration, current legislation, compliance issues - maintaining a plan can be a daunting, time-consuming task. Summit Retirement Plan Group is here to help.

Transparent Fees

Do you know how much you and your employees are currently paying in fees? We provide a clear breakdown of all associated fees, which we review annually.

Employee Education

Every employee should know your retirement plan advisor by name - does yours? From individual enrollment, group meetings & custom presentations, we are here for your employees.

A group of people sitting around a table.

Monitoring Compliance Issues

This is what we do. Summary plan review, Fund analysis, Fee Benchmarking, IPS statement development & review, Fiduciary compliance…we know your role as a trustee is a huge responsibility, let us be your guide.

Certified Plan Fiduciary Advisors

We are CPFA's - developed by some of the nation's leading advisors and retirement plan experts. This designation demonstrates knowledge, expertise, and commitment to working with retirement plans.

What We Are Not

Retirement plan advising is what we do. We are not here to sell high-commissioned ancillary products to your employees. No sales goals - our focus is on educating employees on the importance of early retirement planning.