SG401k Joins Elite Advisor Group

Providing Employers with Exclusive Access to Financial Wellness Programs, Low-Cost Investments

Summit Group 401(k) Consulting, a division of Summit Group of Virginia LLP, is excited to announce our partnership with Global Retirement Partners Advisor Alliance (GRPAA).

GRPAA is an invite-only, elite group of retirement plan advisors and thought-leaders from across the country with a shared vision for developing the future of retirement plans and improving the retirement security of working Americans.

Joining this alliance, which represents over 25,000 retirement plans, and $200 billion in assets, further enhances Summit Group 401(k) Consulting’s capabilities with the tools and resources of a national consulting firm while allowing us to maintain our independent, boutique practice.

More specifically, this partnership will provide our clients with:

  • Exclusive access to innovative Financial Wellness programs
  • Exclusive access to collective investment trusts (CITs) designed to help differentiate investment offerings and provide low-cost alternatives to employers
  • Negotiated pricing from numerous retirement plan providers leveraging the size and scale of GRPAA

Continually working to evolve our clients’ retirement plans means continually working to evolve ourselves.

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and The Summit Group of Virginia LLP are not affiliated. Additional products and services may be available through Summit Group of Virginia LLP that are not offered through AIC. Representatives of AIC do not provide legal advice. Please consult your attorney regarding your situation.

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