TPA Information

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.