Company profile

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 service 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 we realize the importance of high quality customer service when dealing with your retirement plan needs.