SG401k

Lieren Timeus Earns CFP® Designation
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Summit Group 401(k) Consulting is thrilled to announce that Lieren Timeus has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification! The CFP® marks identify those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. To receive  Read More →
Craig Stanley Named to 2020 Financial Times 401 Top Retirement Advisers
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We are elated to announce that Craig Stanley has been named to the 2020 edition of Financial Times’ 401 Top Retirement Advisers! This list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans across the U.S. Financial advisers from across the U.S. who met  Read More →
Craig Stanley Named 2019 Financial Times 401 Top Retirement Advisers
Team SummitOur NewsComments are off for this post
We are pleased to announce that Craig Stanley has been named to the 2019 edition of Financial Times’ 401 Top Retirement Advisers! This list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the U.S. Candidates were graded on six criteria: DC assets under  Read More →

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