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06/05/19

Health Savings Accounts Fueling Retirement Part III: Long-Term Focus

HSAs have become an important part of the healthcare and retirement picture for millions of Americans as employees and employers continue to realize their cost saving benefits

06/25/19

ACA Reporting and Handling Compliance Changes

Summit recently began working with a multi-site automotive retailer in the Midwest who needed assistance in the ACA reporting of all full-time employees at the company.

10/02/19

Escalating Pharmacy Costs and Carving out the Pharmacy Benefit Program

This case represents how a deeper pharmacy analysis and considering carving out the pharmacy benefit to an alternate provider can produce significant savings and control the burden of pharmacy expenses.

01/11/24

Demystifying the Fiduciary File

What’s In Your Fiduciary File?

11/18/22

Rainmaker Program Brochure

01/28/22

WEBINAR My Plan with Life Settlements: Ethical & Professional Responsibility – January 18, 2022

01/19/22

Guide to Understanding DOL Audits

05/19/21

The New Benefits Landscape: What is Coming

Summit’s Todd Rolland and Kaci Skidgel, and McAfee & Taft’s Brandon Long host The New Benefits Landscape: What is Coming […]

10/28/20

Keeping Your Business Alive Through Planning

Business continuation planning essentially involves active planning and engagement to derive the most value from your business whenever you, as […]

09/16/20

Webinar: Keeping Your Business Alive

Wendall Stallings and Rick Christy are not affiliated with Cetera Advisor Networks LLC.

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