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Qualified Plan Consulting

We believe in the notion that business owners should be able to focus on running their business, and not on running their retirement plans. Summit Portfolio Management is a highly qualified, independent, fee-only third party retirement plan consulting and administration firm that works diligently to become the retirement arm for its clients. Handling the often complex details of administering and maintaining a retirement plan, Summit works closely with plan sponsors to build familiarity and trust so clients may relax in the confidence that their retirement plan’s administration is in capable hands.

  • Overall Plan Analysis.

  • Investment Management.

  • Plan Performance Analysis and Monitoring.

  • Manager / Fund Performance.

  • Fiduciary Review.

Typical fee for Qualified Plan Consulting ranges from $1,000 to $5,000. No fee is charged for initial consultations.

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