Summit Group Retirement Planners, Inc.

09/02/2026

A Day in the Life of a takes us to the state of for .

At Summit Group Retirement Planners, Inc., we believe every deserves an opportunity to and with !

08/18/2026

A Day in the Life of a takes us to the state of for .

At Summit Group Retirement Planners, Inc., we believe every deserves an opportunity to and with !

Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC® Marie Sullivant Renee Mrosowski Lisa M Geiser, QKA, WMS Brenda Russell Matthew Smith 401(k) Specialist National Association of Plan Advisors American Retirement Association American Society of Pension Professionals and Actuaries Plan Sponsor Council of America TPSU - The Plan Sponsor University TRAU - The Retirement Advisor University PLANADVISER PLANSPONSOR Financial Planning Association (FPA®) Financial Times Financial Advisor Magazine

08/13/2026

Eric Droblyen of Employee Fiduciary discusses schedules for owners.

If you have questions about your , please reach out to Summit Group Retirement Planners, Inc. Derek Fiorenza Marie Sullivant Brenda Russell

National Association Of Plan Advisors - NAPA 401k Specialist Plan Sponsor Council of America - PSCA American Retirement Association ASPPA PLANSPONSOR PLANADVISER Financial Times Financial Advisor Magazine

A small business owner's guide to 401(k) vesting schedules: which contributions can be vested, how vesting is calculated, and whether your plan needs one.

08/05/2026

This article from Hartford Funds discusses the differences between a and a .

As always, if you have questions about your needs, , or your , please reach out to Summit Group Retirement Planners, Inc. Marie Sullivant Brenda Russell Derek Fiorenza

401k Specialist National Association Of Plan Advisors - NAPA Plan Sponsor Council of America - PSCA American Retirement Association ASPPA PLANSPONSOR PLANADVISER The Plan Sponsor University Financial Times Financial Advisor Magazine

See how Roth and pre-tax 401(k) accounts compare when it comes to saving for retirement.

07/31/2026

We are excited that Luca Patrone is an with our team at Summit Group Retirement Planners, Inc. from Immaculata University

Celebrating !! Thanks Luca for sharing your time with us!!

National Association Of Plan Advisors - NAPA 401k Specialist Plan Sponsor Council of America - PSCA American Retirement Association The Plan Sponsor University Financial Times ASPPA Financial Advisor Magazine Derek Fiorenza Marie Sullivant Brenda Russell

07/29/2026

Eric Droblyen of Employee Fiduciary discusses frequently asked questions.

Eric shares, "An ERISA fidelity bond is a type of insurance that protects a 401(k) plan from losses caused by acts of fraud or dishonesty (e.g., theft, embezzlement or forgery) by “plan officials.” ERISA fidelity bonds can only be purchased from a surety or reinsurer that’s named on the Department of the Treasury’s Listing of Approved Sureties."

If you have any questions about your , and responsibly needs, please reach out to Summit Group Retirement Planners, Inc. Derek Fiorenza Marie Sullivant Brenda Russell

401k Specialist National Association Of Plan Advisors - NAPA Plan Sponsor Council of America - PSCA American Retirement Association ASPPA PLANSPONSOR PLANADVISER Financial Times The Plan Sponsor University Financial Advisor Magazine

A plain-English guide to 401(k) fidelity bonds: what ERISA requires, how much coverage you need, and how to calculate it—starting around $100 a year.

07/24/2026

This article from Financial Advisor Magazine discusses the ever evolving applications of ( ), and considerations for .

Please reach out to our team at Summit Group Retirement Planners, Inc. if you have questions about your or responsibilities.

Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC® Marie Sullivant Renee Mrosowski Lisa M Geiser, QKA, WMS Brenda Russell Matthew Smith Retirementplanning

National Association Of Plan Advisors - NAPA Plan Sponsor Council of America - PSCA American Retirement Association ASPPA 401k Specialist PLANSPONSOR PLANADVISER Financial Times The Plan Sponsor University

Advisors are using AI without really understanding what's going on under the hood.

07/23/2026

Eric Droblyen of Employee Fiduciary discusses 402(a), 3(16), 3(38): A Owner’s Guide to Roles.

"Under ERISA, you are a fiduciary to the extent you exercise discretion or control over how the plan is run, control its assets, or give investment advice for a fee."

Please reach out to Summit Group Retirement Planners, Inc. if you have questions about your needs.

National Association Of Plan Advisors - NAPA Plan Sponsor Council of America - PSCA American Retirement Association 401k Specialist PLANSPONSOR PLANADVISER The Plan Sponsor University Financial Times Financial Advisor Magazine ASPPA Derek Fiorenza Marie Sullivant Brenda Russell

07/16/2026

Our team at Summit Group Retirement Planners, Inc., is proud of our founding , Anthony Fiorenza.

Yesterday and today he visited in for the National Association Of Plan Advisors - NAPA representing the important efforts of to serve our hard working , the people of 🇺🇸

401k Specialist Plan Sponsor Council of America - PSCA American Retirement Association ASPPA 401k Specialist Financial Times Financial Advisor Magazine PLANSPONSOR PLANADVISER Derek Fiorenza Marie Sullivant Brenda Russell

07/14/2026

A Day in the Life of a takes us to for and the National Association of Plan Advisors .

At Summit Group Retirement Planners, Inc. we believe every deserves an opportunity to and with !