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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

 

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:

bulletFive Actuaries
bulletAn in-house ERISA Attorney
bulletThree CPCs
bulletFive QPAs
bulletFour QKAs
bulletA 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.

 

 

 

 

 

 

 

 

 

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Last updated: 8/27/08