Summit Group Retirement Planners, Inc.

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 !

07/11/2026

This article by Brian Anderson of 401k Specialist shares that many plans hold positions in SpaceX with the being added to the Nasdaq-100.

If you have any questions about your , and responsibilities, please reach out to our team at Summit Group Retirement Planners, Inc. Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC®, Renee Mrosowski, Marie Sullivant, Lisa M Geiser, QKA, WMS, Brenda Russell, Matthew Smith, Anthony Fiorenza)



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

Many 401(k) participants now own SpaceX—whether they know it or not—due to it being added to major indexes including the Nasdaq-100

07/01/2026

Eric Droblyen, CPC, QPA of Employee Fiduciary discusses #338 managers. "A 3(38) Investment Manager is a , named under section 3(38), that takes discretionary authority over a plan's investments and accepts legal responsibility for those decisions."

If you have questions about your , please reach out to our at Summit Group Retirement Planners, Inc. (Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC®, Lisa M Geiser, QKA, WMS, Renee Mrosowski, Marie Sullivant, Matthew Smith, Brenda Russell, Anthony Fiorenza).

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

06/27/2026

This article from 401k Specialist discusses recommendations building upon Financial Planning Standards Board Issues around guidance.

The goal of the guidance was to promote and responsible .

CEO Dante De Gori said, “AI is reshaping the practice of financial planning, but trust, professional judgment and accountability remain essential.”

If you have questions about your , , or responsibilities, please contact Summit Group Retirement Planners, Inc. Derek Fiorenza Brenda Russell Marie Sullivant

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

The Financial Planning Standards Board (FPSB) released its guide for financial advisors to follow when implementing AI practices.

06/17/2026

A Day in the Life of a takes us to for the RetirementAdvisorCouncil semi annual meeting.

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

Derek Fiorenza Marie Sullivant Brenda Russell

06/16/2026

A Day in the Life of a takes us to to offer .

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 Lisa M Geiser, QKA, WMS Renee Mrosowski Brenda Russell Matthew Smith

401k Specialist Plan Sponsor Council of America - PSCA American Retirement Association Financial Times PLANSPONSOR PLANADVISER ASPPA

06/16/2026

A Day in the Life of a takes us to the of to offer .

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

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

06/07/2026

Brian Anderson of 401k Specialist shares information from a committe for a Responsible Federal Budge that estimates monthly could be reduced by $500 on average per month by 2032.

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

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

Social Security insolvency could trigger $500 average monthly benefit cut by 2032, finds Committee for a Responsible Federal Budget report

06/03/2026

This from Eric Droblyen, CPC, QPA of Employee Fiduciary discusses Required Minimum Distributions .

When do 401(k) RMDs start? How much? What about your heirs? Get the current rules under SECURE 2.0, plus a cheat sheet for owners and beneficiaries.