Summit Financial delivers customized retirement plans, employee benefit plans, as well as personal tax and financial planning solutions to organizations and individuals.
Summit serves exclusively on behalf of our retirement plan clients as an independent, 3(21) fiduciary partner , providing plan administration and design, investment selection and continual monitoring, plan compliance/regulatory updates, vendor oversight, and personal, 1:1 education to help participants improve retirement outcomes. We work with all recordkeepers (Fidelity, Empower, Vanguard, etc.) to confirm or select, without bias, the most suitable platform for our partners.
Summit’s benefit solutions team designs, negotiates, implements and administers comprehensive employee benefit plans on behalf of our partners.
A local, privately-held company, Summit has developed relationships with over 450 firms and has never lost a client for a performance or service issue.
- Phone: (781) 860-0999