Each individual’s vision of retirement is unique, their goals are different, and their investment strategies should be personalized
as well.

• As an employer you’ve provided your team with a qualified retirement savings plan to help them achieve their goals.
• You’ve committed to providing the best available plan with the quality investment choices.
• Your responsibility as the plan fiduciary is to ensure that all ERISA mandated guidelines are maintained and that your employees are provided with the best possible investment advice.

Retirement Plans Have Many Moving Parts

After the paperwork is done and the employees understand the importance of participation; The success of the plan boils down to consistently making the right investment decisions.  Among other components this process includes:

• Identifying Actual Costs
• Analyzing Fund Management
• Maintaining Managed Allocation Portfolios

Today more than ever, you need an independent partner who understands the challenges of providing a successful retirement plan. Summit Asset Strategies Wealth Management has the experience and expertise to guide your company’s retirement plan and provide professional structure for the participants.  

Our Expertise

• In-depth financial planning analysis
• Customized investment portfolio construction and active management
• Employee education
• Reporting and accessibility
• Risk monitoring & portfolio reviews

Project Consultant:

• Full analysis of available funds to identify top performance & structure
• Review of existing plan

Plan Level Consultant:

• Service Sponsor

Plan & Participant Level Consultant:

• Co-fiduciary with the plan sponsor in facilitating plan provisions of ERISA

Call Summit Asset Strategies Wealth Management today to set up a simple consultation and to learn
if the Retirement Advisory Program is right for your company.