Welcome to Summit!
Summit Benefit & Actuarial Services provides you with creative, practical, and innovative retirement
planning services.
Summit operates in Eugene, Oregon and in Wauwatosa, Wisconsin.
Click here to get to know us a little better. (Company
Profile).
Directions to our Eugene office (thanks Expedia.com!)
374 W 12th Ave, Eugene, OR, 97401
Directions to our Wauwatosa office (thanks Expedia.com!)
11803
West North Avenue, Wauwatosa, WI 53226
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What are the Advantages to Working With Summit?
Summit offers you the expertise of a large variety of
experienced technical and professional staff. Our staff includes:
 | Five Actuaries |
| An in-house ERISA Attorney |
| Three CPCs |
| Five QPAs |
| Four QKAs |
| A Partridge in a Pear Tree (ooops, wrong website!!) |
"Plan Design for Professional
Groups" -- an article by Norman Levinrad appearing in the Summer, 2008
ASPPA Journal. |
