Summit Group 401k Consulting, an Alera Group Company

Summit Group 401k Consulting, an Alera Group Company

Financial-Services

Virginia Beach, Virg...
United States
Company Tagline

Evolving Retirement Plans. Elevating Retirement Success.

Industry Category
Financial-Services
Company Description

Summit Group 401k Consulting, an Alera Group Company, is a leading provider of independent retirement plan advisory services, catering to organizations across diverse sectors. With a commitment to evolving retirement plans and elevating retirement success, Summit Group 401k Consulting offers a comprehensive suite of services designed to optimize retirement strategies and outcomes.

Located at 192 Ballard Court, Suite 400, Virginia Beach, Virginia 23462, US, Summit Group 401k Consulting specializes in retirement plans, vendor search, fiduciary support, 403(b) plans, financial wellness programs, and employee education. Their expertise extends to asset allocation, ERISA compliance, 401(k) plan management, investment advice, plan design, and fee benchmarking, ensuring clients receive tailored solutions to meet their specific needs.

Summit Group 401k Consulting, an Alera Group Company, is dedicated to providing forward-thinking organizations with the tools and guidance necessary to achieve their retirement plan goals. We invite the manager of Summit Group 401k Consulting, an Alera Group Company, to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

Summit Group 401k Consulting, une société d'Alera Group, est un fournisseur de premier plan de services de conseil indépendants en matière de régimes de retraite, s'adressant à des organisations de divers secteurs. Avec un engagement à faire évoluer les plans de retraite et à améliorer le succès de la retraite, Summit Group 401k Consulting offre une suite complète de services conçus pour optimiser les stratégies et les résultats de la retraite.

Situé au 192 Ballard Court, Suite 400, Virginia Beach, Virginie 23462, États-Unis, Summit Group 401k Consulting se spécialise dans les régimes de retraite, la recherche de fournisseurs, le soutien fiduciaire, les régimes 403(b), les programmes de bien-être financier et la formation des employés. Leur expertise s'étend à la répartition d'actifs, à la conformité à l'ERISA, à la gestion des régimes 401(k), aux conseils en investissement, à la conception de régimes et à l'analyse comparative des frais, garantissant que les clients reçoivent des solutions sur mesure pour répondre à leurs besoins spécifiques.

Summit Group 401k Consulting, une société d'Alera Group, se consacre à fournir aux organisations avant-gardistes les outils et les conseils nécessaires pour atteindre leurs objectifs en matière de régimes de retraite. Nous invitons le responsable de Summit Group 401k Consulting, une société d'Alera Group, à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre présence sur le marché.

Key Personnel / Employees
Kristina Radom Colin Ragsdale CPA CPFA Craig Stanley CPA CPFA Lieren Timeus CFP® CPFA

Compare Companies Side by Side

Compare Summit Group 401k Consulting, an Alera Group Company with 3 companies in Financial-Services

4 Companies
Comparison Field
Summit Group 401k Consulting, an Alera Group Company
Summit Group 401k Consult...
Main Company
Principal Financial Network of Nebraska
Principal Financial...
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Leading Retirement Solutions
Leading Retirement S...
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Daybright Financial
Daybright Financial
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Founded Year
2011 2008
Company Size
51-200 11-50 1,001-5,000
City
Virginia Beach, Virginia Omaha, Nebraska Seattle, Washington
Country
United States United States United States
Skills & Keywords Comparing with main company
20 Total Skills
Retirement Planning 401k Consulting Financial Advisory Investment Management Employee Benefits Fiduciary Services Retirement Solutions Retirement Plans Vendor Search Fiduciary Support 403(b) Financial Wellness Employee Education Retirement Plan Consulting Asset Allocation ERISA 401(k) Investment Advice Plan Design Fee Benchmarking
29 Total 1 Common 28 Unique
Match 5%
Common Skills:
Retirement Planning
Unique Skills:
Annuities (Variable & Fixed) Business Continuation Strategies Business Overhead Expense Buy-Sell Agreements Buy-Sell Review Charitable Giving +22
10 Total 10 Unique
Unique Skills:
Cannabis 401k Company Retirement Plan Administration Defined Benefit Plan Enhanced Payroll Contribution ERISA Consulting Investing Advisor Search +4
16 Total 1 Common 15 Unique
Match 5%
Common Skills:
Employee Benefits
Unique Skills:
457(b) ACA Consulting Benefits Administration Compliance Services Core Benefits FICA Alternative (OBRA) Plans +9
4
Total Companies
2008
Oldest Founded
1
Countries
73
Unique Skills

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Alternative Company Names

This company is also known as

Summit Group 401k Consulting an Alera Group Company 萨米特集团401k咨询公司,Alera集团旗下公司 समिट ग्रुप 401k कंसल्टिंग एलेरा ग्रुप कंपनी Summit Group 401k Consulting una compañía de Alera Group مجموعة قمة 401k للاستشارات ، وهي شركة مجموعة Alera Summit Group 401k Consulting une société du groupe Alera Summit Group 401k Consulting компания Alera Group Summit Group 401k Consulting uma empresa do Alera Group