Summit Benefit Solutions, Inc Email Format

Financial ServicesOhio, United States11-50 Employees

Summit Benefit Solutions, Inc is a financial services provider offering retirement plan administration, recordkeeping, payroll processing, and tax reporting for clients across the United States. The company supports organizations by managing compliance and day-to-day operational tasks within retirement plans. Based in Mansfield, Ohio, it operates as a small-to-mid-sized firm serving a nationwide client base. In 2019, the firm announced an M&A transaction with JULY Business Services, a national retirement plan recordkeeping and administration firm, reflecting activity in the retirement services segment. This development indicates collaboration within the industry while underscoring Summit Benefit Solutions' focus on back-office retirement plan services.

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