We appreciate your time and look forward to working with you...
Sheri A Baker
Summit CPA
Summit Benefit Solutions, Inc. (Summit) is a Third Party Administrator providing premium pension plan administration. Summit offers an open architecture recordkeeping system that allows investment advisors and plan sponsors to choose from over 15,000 mutual funds. Due to our firm’s flexible structure we are able to uniquely suit all retirement needs from 401(k)s, SIMPLE, SEP, IRAs, Non Qualified funds and Defined Benefit plans. We recognize the value of a quality-driven retirement plan to attract and retain employees, and realize the importance of high quality customer service when dealing with your retirement plan needs.
As you navigate through our website, you will be presented with the opportunity to learn how our firm integrates technical expertise with years of experience to deliver a diverse suite of client-first solutions designed to achieve your intended results.