Summit Group Retirement Planners, Inc. Email Format

Financial ServicesPennsylvania, United States2-10 Employees

Summit Group Retirement Planners, Inc. is a small financial services firm based in Exton, Pennsylvania, that concentrates on qualified retirement plans for employers and their employees. It emphasizes compliant plan administration and fiduciary responsibility, holding a CEFEX certification and adhering to fiduciary best practices. The firm collaborates with plan sponsors to design, install, communicate, and oversee the investment program and often serves as a 3(21) co-fiduciary or a 3(38) investment manager, coordinating with recordkeepers and TPAs to deliver a personalized program. On the micro level, Summit Group Retirement Planners prioritizes employee education, reviewing deferral rates and discussing strategies to increase them over time. It provides access to investments at institutional share classes, aiming to reduce costs for participants without compromising performance, which can translate into lower plan fees and additional asset accumulation for employees.

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