Welcome to Summit!

Summit Benefit & Actuarial Services provides you with creative, practical, and innovative retirement planning services. Summit has offices in Eugene, Oregon and in Wauwatosa, Wisconsin - and clients across the country. Click here to get to know us a little better.

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:

  • Four Actuaries
  • An in-house ERISA Attorney
  • Four CPCs
  • Five QPAs
  • Six QKAs
  • One ERPA

Read more about our services

About Summit’s CEFEX Certification

In 2012, SUMMIT achieved the American Society of Pension Professionals & Actuaries (ASPPA) “CEFEX” certification for our Third Party Administration services and SUMMIT anticipates certification on an annual basis as a commitment to continued quality services to our clients. The Centre for Fiduciary Excellence (CEFEX) is an independent global assessment and certification organization. CEFEX provides an independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry's best practices, and is positioned to earn the public's trust. This registration serves clients who require assurance that their vendors are being managed according to commonly accepted best practices. The Standard of Practice was developed by a cross-industry Task Force chaired by the American Society of Pension Professionals & Actuaries (ASPPA). Although Recordkeepers and Administrators are not fiduciaries themselves, they provide services to fiduciaries and their plan participants. These Service Providers help fiduciaries meet their fiduciary obligations. The Practices form the basis for the certification program and are organized in a similar way to the Fiduciary Practices described by Fiduciary360 and CEFEX for Investment Managers, Investment Advisors and Investment Stewards. Summit is among the first in the United States to succeed in becoming certified by the Centre for Fiduciary Excellence (CEFEX) as adhering to ASPPA’s Standard of Practice for Retirement Plan Service Providers, which includes best practices for “governance, organization, human resources, operations, planning, systems, and disclosure, as defined by a cross-industry task force established in 2007.” In its press release, the General Manager of CEFEX, Carlos Panksep, announced: “The CEFEX certification provides assurance to fiduciaries and their stakeholders that SUMMIT has demonstrated adherence to the best practices in the retirement industry. The successful completion of the independent assessment is an extraordinary indication of a firm’s accountability to its clients.” To learn more about CEFEX’s requirements please go to: www.CEFEX.org

To view Summit’s CEFEX certificate please Click Here

Our Owners’ Bios



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Eugene Office

Mailing address:
PO Box 10108
Eugene, OR 97440
Street address:
374 West 12th Avenue
Eugene, OR 97401
Phone: 541-344-2324
Fax: 541-344-9104

Wauwatosa Office

PO Box 26497
11803 West North Avenue
Suite 200
Wauwatosa, WI 53226
Phone: 414-302-9199
Fax: 414-302-9184

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