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

Read more about our services



Our Owners’ Bios

Norman's

Jeff's



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Eugene Office

PO Box 10108
374 West 12th Avenue
Eugene, OR 97440
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

Email Us

info(at)summitbenefit.com

When sending us email, please
type @ instead of (at).

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