Summit Retirement Partners, LLC
SUMMIT RETIREMENT PARTNERS is a Veteran and Minority owned & operated business committed to assisting employers create and maintain a successful retirement plan. Retirement plans require specialized knowledge and dedication from employers and retirement plan consultants. Summit Retirement Partners works exclusively with retirement plans to ensure the appropriate dedication is committed to being a reputable retirement plan consultant and offering the highest quality of service to employers and their employees.
Each employer sponsored retirement plan is unique and so are their metrics for success. The first step in measuring the success of your plan is determining where the plan currently stands given your company and employee’s needs. Once the current status of the plan is determined, it is possible to evaluate how far away from the goal your plan is and then a course of action can be established. Summit Retirement Partners helps plan sponsors pursue their goal of a successful retirement plan. There is no such thing as an average plan and that is why Summit Retirement Partners provides each of our retirement plan clients with a custom strategy to address their goals.