401(k) Planning Summit Financial group offers valuable advisory services to 401k plan fiduciaries. Consulting ServicesAn effective group retirement plan starts with asking the right questions, as well as understandingthe goals and needs of the business. Many plan fiduciaries need help navigating these waters. Take full advantage of every opportunity to add value to your 401(k) plan. Through a consultative approach, a Summit Financial Group Advisor will assist you with plan goals and objectives, partner with other service providers on your plan, review plan design, and assist with investment selection while limiting your fiduciary risk. For your employees, we provide customized education solutions to encourage excitement around the plan and the benefit it provides for them.What are your main concerns for your plan?Operational / Administrative Assistance?Communications / Education?Investments?Fiduciary / Compliance?Ongoing support may include:Monitoring Investments in the planConducting periodic plan reviewsHosting employee enrollment meetingsProviding ongoing communication and employee educationAssisting with terminated employeesHelp compare “cost” versus “value” of current servicesCommittee Meeting to discuss overall health of the planReview of current plan designPeriodic review of all service providersInitial consultations sessions are complimentary and without obligation.