We work especially well with those companies that have a similar desire to evolve their retirement plan and elevate the retirement success of their employees.

As a distinct focus within our firm, we have the expertise and experience to help our clients navigate the complexities of their 401(k) and 403(b) retirement plans. Our services aim to help minimize fiduciary liability, maximize employee retirement outcomes, and create operational efficiencies within the administrative process.

Our principal firm, Summit Group of Virginia, is an independent, financial consulting firm located in Virginia Beach, Virginia. We collectively serve more than 700 individual and corporate clients, with over $2.5 billion in assets under advisement. For more information about the additional individual and corporate services we provide, please visit www.summitgroupva.com.

About Alera Group

In 2022, we joined Alera Group, an independent, national financial services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services, and wealth solutions across the U.S. This was a strategic move for Summit Group of Virginia to facilitate our continued growth and to further enhance the services and expertise we deliver to our clients.