Services

Outcome driven consulting and research

through integrity, knowledge and discipline.

At Summit Retirement Partners, you and your plan participants come first. We tailor all our services to suit each client, because no two retirement plans are alike. Our consultants develop ideas that address our clients’ most complex and pressing retirement plan design challenges. Below are just a few of the ways we can help you while acting as an acknowledged Co-Fiduciary to your plan.

Investment Recommendations

Proprietary Research

Ongoing Due Diligence

In-Person Meetings
Site Visits
Requests for Information

Investment Searches

Investment Policy

Statement Assistance

Review Investment

Analytics/Scoring

Quantitative
Qualitative

Investment

Platform

Fee Benchmarking

Investment Availability

Asset Allocation Models

Risk-Based Models
Target Date Models

Participant Experience

Participant Advice
Participant Guidance

Client Experience

Responsiveness
Knowledge
Experience
Resources

Participant

Outcomes

Plan Design Assistance

QDIA Selection Assistance

Investment Mapping

Participant Education

Participant Advice

One-on-one

Risk-Based Models

Enrollment Meetings

Participant Communication

Contact

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Services

Outcome driven consulting and research

through integrity, knowledge and discipline.

Contact

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