Summit Benefit and Actuarial Services, Inc.

Financial ServicesOregon, United States11-50 Employees

Summit Benefit and Actuarial Services, Inc. operates in the financial services field with a focus on retirement plan administration and related actuarial support. The company provides third-party actuarial and technical services to more than 25 TPA firms nationwide, often maintaining long-standing partnerships. It administers qualified plans for plan sponsors, including 401(k), 403(b), defined contribution, and defined benefit plans, and it does not sell investment or insurance products; its core expertise is navigating the laws and IRS regulations that govern qualified plans and pension design.

It also offers Affordable Care Act services, including plan design, full-service administration, and compliance with IRC 4980H, 6055/6056, and 1094/1095 reporting, along with determining Applicable Large Employer status and which employees are offered benefits. The firm tracks employee eligibility, forecasts potential penalties, provides monthly reporting, and handles IRS electronic filing, reflecting its approach to integrating ACA administration with its retirement plan services. Based in Eugene, Oregon, Summit Benefit and Actuarial Services is a mid-sized company that was acquired by Economic Group Pension Services in August 2021.

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