Our News

Craig Stanley Named to 2018 Financial Times 401 Top Retirement Advisers
We are pleased to announce that Craig Stanley has been named to the 2018 edition of Financial Times’ 401 Top Retirement Advisers! This list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US. Candidates were graded on six criteria: DC assets under  Read More →
President Trump Signs Executive Order Regarding Retirement Savings Plans
On Friday, August 31, President Trump signed an Executive Order directing the Department of Labor (DOL) and the Treasury to review and consider issuing regulations regarding increasing access to workplace retirement savings arrangements. The Executive Order (EO) notes the lack of retirement plan coverage among small employers and cites the cost and administrative burden associated  Read More →
SG401k Launches Financial Wellness Program
Providing Your Employees with Unlimited Access to (Real, Live Human) Financial Coaches Summit Group 401(k) Consulting (SG401k) recently launched, what we believe to be, the most effective, standalone Financial Wellness program available. One that doesn’t simply leverage a fancy website, articles and calculators, but one that adds the most impactful element of all – the  Read More →

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