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Welcome to Summit Financial Group, Inc., your go-to destination for navigating the complexities of personal finance and pursuing financial empowerment. Our blogs are dedicated to providing valuable insights, advice, and actionable strategies to help you make informed decisions about your finances. From understanding basic budgeting to exploring advanced investment strategies, our team of financial professionals are committed to guiding you through every stage of your financial journey. Whether you're planning for retirement, saving for your child's education, or seeking to build wealth, Summit Financial Group, Inc. is here to help you pursue your financial goals and secure your financial future. Join us as we demystify financial concepts, debunk common myths, and offer practical tips tailored to your unique circumstances. Thank you for choosing Summit Financial Group, Inc. as your trusted partner on the path to financial success.

Thursday, April 18, 2024

The Link Between Employee Productivity, Health and Financial Stress If you think financial wellness programs are a fad, think again. The consensus is that financial wellness not only produces results for employees, but it positively...

Friday, April 5, 2024

Thinking About Changing 401(k) Providers? FiveThings You Should Know. Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for yourcompany to recruit and retain top talent. Today’s workers highly...

Friday, April 5, 2024

Why Plan Fiduciaries Need to Pay Careful. Attention to Retirement Plan Fees. Competitive benchmarking is a way to measure and compare fees associated with running your retirement plan. Explore the most frequently asked questions about plan.

Thursday, March 28, 2024

Is Financial Education on Company Time Worth It? Financial education is becoming increasingly important in today's world, but is it worth the company's time and resources to provide such a service? Helping employees reduce financial...

Monday, March 25, 2024

Many anticipate spending tax refunds, but 401(k) corrective distributions are less exciting. These refunds result from failed plan testing, requiring returning deferred retirement funds to key employees. This situation poses challenges for

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Monday, March 25, 2024

An overview of IRS guidance exploring notice 2024-02 The SECURE Act introduced 90+ provisions impacting retirement plans, leading to significant changes in the industry. However, amid these changes, it was clear more guidance was needed fo

Tuesday, March 19, 2024

401(k) Force-Outs and Forfeitures: Managing Assets After Employee Departure. Former participants’ small balance accounts could put you and your plan at risk. Here’s how to manage them. When an employee leaves your company,...