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Summit Consulting Group offers retirement plan administration and ERISA fiduciary services for 401(k) and other qualified plans, combining strategic plan advisory with fiduciary oversight. Through a partnership with Admin316, they provide a unified outsourced solution that handles plan design, daily administration, regulatory reporting (including Form 5500), document generation, and ongoing compliance monitoring using automated systems. They work with major providers such as Fidelity, Empower, PCS Retirement, and Voya to deliver scalable plan solutions, and define roles like 3(16) plan administrator and 3(38) investment fiduciary to minimize fiduciary risk.
AI named Geaux Summit 401k in December 2025.