Summit Benefit Solutions, Inc. (Summit) has been providing premium, independent retirement plan administration, recordkeeping, payroll processing and tax reporting services since 1999.

Summit was founded by a group of Certified Public Accountants (CPAs) who recognized and fulfilled the need to provide clients with a low-cost administrative and recordkeeping solution, and has grown to manage over 600 retirement plans.

Summit assists employers who sponsor retirement plans and their investment advisors in all matters relating to their plan needs. We provide all services necessary for the design, implementation, and the ongoing administration of 401(k) Plans, Profit Sharing Plans, Safe Harbor 401(k) Plans, IRAs, Roth IRAs, and Non-Qualified accounts.

Our clients are accustomed to relying on our expertise to keep their plans compliant as federal laws and regulations continue to grow more and more complex. Our knowledgeable and friendly staff communicate any regulatory changes with sponsors in a clear concise manner. Through the use of leading-edge technology, we are continually improving, developing, and providing new methods of affordable service for our clients. As a result our plans meet the employer’s objectives by operating on a cost and tax-efficient basis, thereby becoming a key factor in their business’ success.

We have a great deal of pride in the service we provide our clients.

Summit has been built on a foundation of quality and timely service with a continuous focus on keeping the client’s objectives in mind. Our goal at Summit is to provide our clients with the highest level of service while integrating recordkeeping, fully automated trading and trust accounting into a single cost effective solution.

Our independence is an appealing choice for advisors and plan sponsors in need of low-cost and transparent investment options for their clients. The use of Summit’s investment independent platform offers advisors the opportunity to provide their clients with access to over 15,000 mutual funds and exchange traded funds (ETFs).

Years of Experience
Dedicated Professionals
+ Plans
+ Participants