advisor

The Role of a Retirement Plan Advisor
Plan Fiduciaries must act as prudent experts under ERISA, and are therefore held to a high standard of care with respect to plan-related decisions regarding investments, service providers, plan administration, and general ERISA compliance issues. Most prudent plan sponsors hire a plan advisor to help them adhere to ERISA’s rigorous standards and to meet their  Read More →
2018’s Top Five Retirement Plan Trends for Employers
It’s January… the time of year when we all make predictions for the next 12 months, and then, come December, either say “I told you so!” or pretend like we never said anything at all. The good news is that we here at Summit Group have been working with retirement plans and employers for quite  Read More →

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