Summit Group Retirement Planners, Inc.

here is some background information on our company and the services our firm provides to employers and their employees: summit group retirement planners was founded with the goal of serving employer's and employees as specialists in qualified retirement plans. we’ve provided among the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. we strive to create the ultimate retirement planning experience one relationship at a time. at the macro level, we collaborate with employers on the design, installation, communication and investment over-site of their qualified retirement plans. we focus on maintaining a compliant plan, serving as 3(21) co-fiduciaries or 3(38) investment managers with the plan sponsor, and partnering with the appropriate recordkeeper and third party administrator (tpa) to create a unique personalized experience for their retirement program. at the micro level, employee education is a critical component of our serv