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Faith-Based Retirement Plans For Everyone In Ministry

Church | Missions | Denominations | Schools | Camps | Rescue Missions

Faith-Based Retirement Plans For Everyone In Ministry

Church | Missions | Denominations | Schools | Camps | Rescue Missions

Faith-Based Retirement Plans For Everyone In Ministry

Church | Missions | Denominations | Schools | Camps | Rescue Missions

Finding the best retirement plan can feel overwhelming.

You want an affordable plan that is market driven with easy administration and great support from personal advisors that cares about you.

We understand.

Summit provides everything you need in one powerful solution.

Advisory | Third-Party Administration | Recordkeeping | Education | Support

Everyone can Invest Well

Over 25,000 Investment Options

Summit's Open Architecture Platform offers access to a “total universe” of investment products from some of the largest and well known fund families.

Save Time and Reduce Stress

Simple Administration

By using a time horizon for your retirement, unique goals and future income needs, we will customize a personalized financial plan.

Increase Participation

Easy Enrollment

The entire enrollment process is quick, online, and interactive. Everyone has a personalized experience guided by your personal advisors to determine their individual retirement needs, risk tolerance, investments, and contribution amounts.

Free Access to Tools, Advisors, and More

Empowering Education + Support

Summit offers one-on-one professional, friendly support and 24/7 access to an online Help Center for both plan administrators and staff. With a wide range of educational resources, Summit provides investment knowledge and confidence that encourages participation and wise actions for all of our church retirement plan options.

Ministry and Church Retirement Plan Specialists

For over three decades our team at Summit has focused on the unique retirement needs of individual investors.  At the same time, our team has served on staff and volunteered with ministries and churches.  We understand the demands of Kingdom ministry.

Simple Process to Launching a New Church Retirement Plan

1. Design Your Plan

Use Summit's exclusive online Retirement Plan Builder to create a plan proposal tailored to your specific needs.

2. Present To Leadership

Summit provides you with guidance, support, and collateral to present your new plan proposal to your team.

3. Introduce To Staff

Lastly, Summit will walk you through each stage to swiftly implement your new church retirement plan including introducing it to staff.

Schedule A Call

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