About Us

Summit Group 401(k) Consulting, a nationally-recognized division of Summit Group of Virginia, provides independent, retirement plan advisory services to forward-thinking organizations of all sizes and industries.

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.

Contact Us

Have a question? Want to talk about how to evolve your retirement plan and elevate the retirement success of your employees?

Let's Talk!

You are now leaving Summit Group 401(k) Consulting

Summit Group 401(k) Consulting provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Summit Group 401(k) Consulting, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL