Summit Group 401k Consulting, an Alera Group Company

Evolving Retirement Plans. Elevating Retirement Success.

Financial Services · Virginia

About

Summit Group 401(k) Consulting, an Alera Group Company, provides independent, retirement plan advisory services to forward-thinking organizations of all sizes and industries. Disclosure: Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser, and Alera Investment Advisors, LLC, an SEC-registered investment adviser. Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.

Details

  • Website: http://summitgroup401k.com
  • Company Size: 5 employees
  • Headquarters: Virginia Beach, Virginia
  • Specialties: Financial Wellness, 401(k), Investment Advice, Fiduciary Support, Plan Design, Employee Education, Fee Benchmarking, 403(b), Retirement Plans, Retirement Plan Consulting, ERISA, Asset Allocation, Vendor Search