504-
Retirement Plan Administrator
& Fiduciary Services
Summit Consulting has partnered with Admin316, a premier retirement plan administration provider based in Corpus Christi, Texas, to offer businesses a fully unified and streamlined retirement plan compliance and management experience. This collaboration brings together Summit Consulting’s expertise in strategic plan advisory and ERISA fiduciary services with Admin316’s comprehensive administrative and compliance capabilities. The result is a one-stop solution that covers every key element of retirement plan oversight—from initial plan design and daily administration to regulatory reporting and retirement plan compliance monitoring.
In addition to this partnership, Summit Consulting works closely with many of the retirement industry’s most trusted providers, including Fidelity Investments, Empower Retirement, PCS Retirement, Voya, and others. These alliances allow us to deliver adaptable and scalable plan solutions that cater to the specific goals and workforce needs of each organization, regardless of size or structure.
Outsourcing your retirement plan responsibilities to Summit Consulting gives you access to advanced, automated systems that simplify the most complex retirement plan compliance tasks. Our technology facilitates accurate preparation of government filings, creation of required plan documents, and secure data handling—all while keeping your plan aligned with evolving regulatory standards. This approach not only enhances efficiency but also significantly reduces fiduciary risk and administrative strain.
With this integrated service model, Summit Consulting empowers you to maintain a retirement plan that reflects the highest levels of diligence, retirement plan compliance, and operational excellence. Together with Admin316, we deliver a smart, secure solution designed to protect your business interests and support your employees’ financial well-being.
In addition to this partnership, Summit Consulting works closely with many of the retirement industry’s most trusted providers, including Fidelity Investments, Empower Retirement, PCS Retirement, Voya, and others. These alliances allow us to deliver adaptable and scalable plan solutions that cater to the specific goals and workforce needs of each organization, regardless of size or structure.
Outsourcing your retirement plan responsibilities to Summit Consulting gives you access to advanced, automated systems that simplify the most complex retirement plan compliance tasks. Our technology facilitates accurate preparation of government filings, creation of required plan documents, and secure data handling—all while keeping your plan aligned with evolving regulatory standards. This approach not only enhances efficiency but also significantly reduces fiduciary risk and administrative strain.
With this integrated service model, Summit Consulting empowers you to maintain a retirement plan that reflects the highest levels of diligence, retirement plan compliance, and operational excellence. Together with Admin316, we deliver a smart, secure solution designed to protect your business interests and support your employees’ financial well-being.
Business Services
We offer expert guidance to meet regulatory requirements
while safeguarding your organization’s fiduciary responsibilities.
while safeguarding your organization’s fiduciary responsibilities.
Section 3(38)A 3(38) Investment Manager is a fiduciary under ERISA, responsible for selecting, managing, monitoring, and benchmarking a retirement plan's investments. In some plans, they also have discretionary authority to direct fund investments, except in participant-directed plans.
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Section 402(A)A 402(a) Named Fiduciary is formally designated in the plan document as the individual or entity with ultimate authority over the management and administration of the retirement plan. In most cases, this role is fulfilled by the ERISA Section 3(16) Plan Administrator.
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Section 3(16)A 3(16) Administrator is the person or entity “so designated” in the plan document. The employer is the default Plan Administrator if none is designated. The Plan Administrator is basically responsible for any fiduciary responsibility not assumed by the ERISA section 403(a) Trustee.
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401(k) Plan ReviewsLearning how to advance your career for your highest achievement
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401(k) Benchmarking Maximizeing Pension Benefits for a safer and stress free retirement
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401(k) AuditsIRS code compliant strategies to lower taxes now and in retirement. Go beyond tax loss harvesting.
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Business PlanningAsset Protection, Risk Masnagement, Succession Planning, Employee Recruitment and Retention
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Business CreditLearn how to qualify for additional Credit for Business Expansion and Expenses
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Sell Your BusinessBefore selling a business understand the tax consequences and how to lower them.
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Advanced Tax PlanningThe next step is to managing your tax obligations now and into retirement. Our CPA Team puts together a comprehensive recommendation to optimize tax saving strategies. Once completed they review the details with your CPA or tax preparer. The goal is to optimize tax savings in both your business and personal tax returns.
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We assist you lay the ground work to be prudent savers with strategies, solutions and planning that result in clarity, security and overall financial health. Making strong commitments to you and building life-long relationships are the tenets of our success. |
Consumer Services
Roth ConversionsEvaluate if a Roth Conversion will save on taxes in the long run
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College FundingCollege Planning focused on preparation and receiving financial aid for the student.
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Social Security MaximizationUnderstanding how to maximize social security benefits.
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Medicaid PlanningGetting the benefits that you or a loved one may be entitled to.
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Charitable PlanningCreate Charitable Gift Giving while lowering taxes.
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Retirement IncomeDesigning retirement income planning with guaranteed results.
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DROP US A LINE
"Surround yourself with great people; delegate authority; get out of the way."
Ronald Reagan
Ronald Reagan
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phone504-272-2310
800-553-3577 |
address3500 N. Causeway Blvd.
Suite 160 Metairie, LA 70002 |
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.