• Retirement Readiness

    Are your employees saving enough for retirement? We can tell you.

  • Innovation

    We strive to bring new ideas to the discussion.

  • Customized Plans

    Because one size doesn’t fit everyone.

Defined Contribution Services

As part of Summit Strategies Group, the Defined Contribution team provides a wide range of services to 401(k), 401(a), 403(b), and 457 plans for clients in the healthcare, religious, governmental and corporate markets. Members of the Defined Contribution team are experienced in all areas of defined contribution plan administration. With clients ranging in size from under $100 million to more than $5 billion, Summit’s Defined Contribution team has the capability to assist clients of all sizes and needs. We welcome you to explore our website to learn more about our capabilities.