Mansfield, Ohio summitsolutionsinc.com Founded in 1999
Contact Information

Summit Benefit Solutions, Inc.

A Custom Retirement Plan Solution
Since 1999, Summit Benefit Solutions, Inc. (Summit) has been providing premium, independent retirement plan administration, recordkeeping, payroll processing and tax reporting services for businesses of all sizes throughout the country with an emphasis of serving our neighbors in Ohio.
Summit was founded by a group of CPAs with a specific purpose in mind—the proper administration of retirement plans. They recognized and fulfilled the need to provide clients with a low-cost administrative and recordkeeping solution.
From the beginning, Summit set out to build a business that would not only deliver the basics—but also exceed expectations. In short, we’re here to help. It’s why we started the company and it’s why we’re still here.
  • Basic Info
  • Our Team
Regarding 401k administration: Regarding 403b administration: Regarding 457b administration:

Our Team
Megan Knapp
Director of Business Development
Sheri A. Baker, CPA, APM, PFS
President
Jason Miller
Director of Operations
Aaron Leitzy, QKA
Director of Plan Administration
Philanthorpy
Product Demos
Summit Open Architecture
Plan Sponsor Website
vWise SmartPlan
Online Enrollment Tool

Advisors

We offer a comprehensive platform to help grow and manage your employer sponsored retirement plan business.

Get Started

Employers

Let us help you fulfil key fiduciary obligations and reduce exposure to ERISA litigation while saving you time.

Get Started

Employees

As an employee, are you paying reasonable fees on your retirement plan? Let’s find out!

Get Started