 | By Summit Financial Group, Inc. Firm recognized for forward-thinking approach to community investment and Season Sponsorship of SVP Dallas
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 | By Summit Financial Group, Inc. Summit Financial Group is proud to announce that Kaci Skidgel*, President of Summit, has been recognized among the 2026 PLANADVISER Top Retirement Plan Advisers, an honor that highlights outstanding retirement plan professionals across the country.
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 | By Summit Financial Group, Inc. Summit Financial Group is proud to announce that our Investments Team has been selected as a Top DC Advisory Team of 2026 by the National Association of Plan Advisors (NAPA).
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 | By Summit Financial Group, Inc. Summit is proud to announce the addition of David Beck, CPA, QPA, ERPA, to its leadership team as a Senior ERISA Consultant.
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By Group Plan Systems, LLC Level Four Advisory Services, a financial services firm with expertise in serving employer-sponsored retirement plans, has announced a new Pooled Employer Plan (PEP), Level Four Pooled Employer Plan, which is ready to accept new employers.
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