Summit Benefit & Actuarial Services, Inc.

Firm Profile

Summit Benefit & Actuarial Services provides creative, practical, and innovative retirement planning services. Summit has offices in Eugene, Oregon and in Wauwatosa, Wisconsin; coupled with a nationwide client base.

Summit’s technical and professional staff is the foundation of our unparalleled expertise. Our staff includes five actuaries, our own dedicated ERISA attorney, four CPCs, five QPAs, six QKAs and one ERPA.

Key Contacts

Norman Levinrad, 541-344-2324 x 311, Norman@SummitBenefit.com

Jeff Curl, 541-344-2324 x 312, Jeff@SummitBenefit.com

Website

http://www.SummitBenefit.com

Est. 1990

State(s) with a Physical Presence

Oregon & Wisconsin

Sponsored Plans Supported

Approximately 850 – this includes Direct plans as well as our TPA plans

Kinds of Plans Supported

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension
  • 403(b)
  • 457

Target Market

Plan sponsors can rest easy and be confident they have optimal plan design and ongoing compliance that is beyond reproach.

Our service model documents the steps of every transaction; from each deferral and loan payment though every distribution – ensuring reliable and accurate results.

Custodians Used

We have plans with over thirty investment providers. Once we complete our due diligence process, we can easily work with any investment provider the plan sponsor or broker desires.

Services Provided

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • Plan Benchmarking
  • QDRO Review
  • Hardship Distribution Requests
  • Target-Date Fund Evaluation Tools
  • Plan Committee Meetings
  • Employee Education
  • Enrollment Meeting Support