Summit Benefit Solutions, Inc., (Summit) was founded in 1999 by a group of Certified Public Accountants in North Central Ohio.  Summit  is a Third Party Administrator providing premium, independent pension plan administration, recordkeeping services, and tax reporting to approximately 300 retirement plans spread across multiple states including California, Maryland, Ohio, Massachusetts, West Virginia, Tennessee, Indiana, Michigan, Kentucky and Virginia. Summit is unique because of our professional backgrounds and experience that includes third party administrators, Certified Public Accountants (CPAs), and Registered Investment Advisors (RIAs) with over 125 years of combined experience.   

We are a customer-oriented Third Party Administrator (TPA), and we pride ourselves on the relationships we have formed and maintained throughout the years.   Summit’s dedicated customer support staff is available daily via phone and/or email. Whether you are looking to implement a new plan or revaluate your existing plan, we will be with you from installation, to plan design, to administration and recordkeeping.   We are continually improving, developing, and providing new methods of affordable service for our clients.  Our goal at Summit is to integrate recordkeeping, fully automated trading and trust accounting into a single cost-solution!

We are both structured and flexible, which allows us to uniquely customize your retirement goals.  You can partner with Summit by bundling recordkeeping and plan administration services; use only our recordkeeping platform or unbundle our services as needed to fit your goals.  Because of our firm’s flexible structure, we are able to specifically service all retirement plans from 401(k)s, IRAs, Non-Qualified funds, Roth IRAs, Profit Sharing Plans, SIMPLE, SEP plans and Payroll processing!  We recognize the value of a quality-driven retirement plan to attract and retain employees.   

As you navigate through our website, you will learn how our firm integrates technical expertise with years of experience to deliver a diverse suite of client-centered solutions designed to achieve your goals.

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