View our Direct Services.
Third Party Services to Other TPAs
Summit Benefit & Actuarial Services, Inc. provides third party actuarial and technical support services to over 25 TPA firms nationwide. We have been partners with many of these firms for over a decade. We provide the following services:
- Plan design
- Plan documents
- Annual actuarial valuations
- Cash balance and floor offset plans
- Benefit calculations
- FAS 87/132 reports
- FAS 106 and GASB 45 reports for post-employment benefits
- Review of cross-testing nondiscrimination tests
- Plan termination support
- Technical support
Our fees are reasonable and all our TPA partners find partnership with Summit is profitable. We understand that you need to be able to make money on the work we do, and our fees are structured accordingly. Our turnaround time is unrivalled – with five actuaries we are able to respond to work requests quickly.
Feel free to call Norman Levinrad at (800)-643-6352 x 311; or Joan Gucciardi at (414)-302-9199 x 1 to discuss our third party services, or to request references.
Eugene Office
PO Box 10108374 West 12th Avenue
Eugene, OR 97440
Phone: 541-344-2324
Fax: 541-344-9104
Wauwatosa Office
PO Box 2649711803 West North Avenue
Suite 200
Wauwatosa, WI 53226
Phone: 414-302-9199
Fax: 414-302-9184
Email Us
info(at)summitbenefit.comWhen sending us email, please
type @ instead of (at).