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Employer Sponsored Plans
Summit Wealth Advisors handles a variety of Employer Sponsored Plans. Our responsibilities include setting up plans for companies or employers, as well as, managing the employees and their accounts within those plans. We take the burden of these such plans off of the company’s shoulders, which allows for the focus to be placed on their core competency.
Meanwhile, we educate the employees about their accounts and provide a point of contact for all questions. When the time comes for an employee to move on in their career, we are there to discuss transfers, rollovers, and distributions from their account. Our goal is to provide a valued service, which enables employers to recruit and retain valuable employees by investing our time and effort into everyone’s future.