401(k) Planning

Consulting Services
An effective group retirement plan starts with asking the right questions, as well as understanding
the 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 plan
• Conducting periodic plan reviews
• Hosting employee enrollment meetings
• Providing ongoing communication and employee education
• Assisting with terminated employees
• Help compare “cost” versus “value” of current services
• Committee Meeting to discuss overall health of the plan
• Review of current plan design
• Periodic review of all service providers
  

Initial consultations sessions are complimentary and without obligation.