Owner & Chief Actuary (EA, FSPA, MAAA)
Norman founded Summit in 1990 and is President and Chief Actuary. He has over thirty-five years experience in the pension industry. Norman has been a frequent speaker at national pension conferences for the past twenty-five years and has served in many leadership roles in the profession.
Phone: 541-344-8911
Email: Norman@SummitBenefit.com
Owner, COO & CFO
For over twenty years Jeff has been the Co-Owner and Chief Operating Officer at Summit. He is a graduate of the United States Military Academy at West Point where he received a Bachelor of Science degree, a graduate of the University of Oregon where he received his Masters of Business Administration, and is a retired Special Forces United States Army Captain.
Phone: 541-275-0645
Email: Jeff@SummitBenefit.com
ACA Data Analyst
Matthew has been with Summit since 2015. He has a Doctorate in Mathematics from the University of Oregon.
Phone: 541-275-1125
Email: MatthewA@SummitBenefit.com
Actuarial Assistant
Danielle has been with Summit since 2015.
Phone: 541-257-8429
Email: Danielle@SummitBenefit.com
DB Team Assistant
Kris has been with Summit since 2015.
Phone: 541-275-0762
Email: Kris@SummitBenefit.com
Junior DC Administrator
Andrea has been with Summit since 2007 with over 11 years experience in the pension industry.
Phone: 541-257-8373
Email: Andrea@SummitBenefit.com
DB Administrator/Actuarial Assistant/DB Team Leader (QPA)
Jeremy has been with Summit since 2000 with over 18 years experience in the pension industry.
Phone: 541-275-0699
Email: Jeremy@SummitBenefit.com
ACA Consultant
Katy has been with Summit since 2014.
Phone: 541-275-0717
Email: Katy@SummitBenefit.com
DC Administrator/DC Coordinator
Leigh has been with Summit since 2013 and has over 18 years of experience in the pension industry.
Phone: 541-275-0973
Email: Leigh@SummitBenefit.com
Actuary/DB Manager (EA, MSPA, CPC)
Mike has been with Summit since 2007 with over 12 years experience in the pension industry.
Phone: 541-275-1146
Email: Mike@SummitBenefit.com
ACA Consultant
Greg has been with Summit since 2008.
Phone: 541-257-8141
Email: Greg@SummitBenefit.com
DB Administrator/Actuarial Assistant/DB Team Leader (CPC, QPA, QKA)
Kathryn has been with Summit since 2002. She specializes in defined benefit plan administration and has experience in many aspects in the life of a pension plan, including valuation preparation, nondiscrimination testing, plan termination and more.
Phone: 541-275-0702
Email: Kathryn@SummitBenefit.com
Terminations Specialist (QPA, QKA)
Amanda has been with Summit since 2007 with over 12 years of experience in the pension industry.
Phone: 541-257-8354
Email: Amanda@SummitBenefit.com
Documents
Shelly is an ERISA attorney who has been with Summit since 2008 and worked in the pension industry since 2001.
Phone: 541-275-1388
Email: Shelly@SummitBenefit.com
Office Manager - Oregon
Julia has been with Summit since 2002 with over 16 years experience in the pension industry.
Phone: 541-275-0700
Email: Julia@SummitBenefit.com
ACA Data Analyst
Lloyd has been with Summit since 2015.
Phone: 541-257-8261
Email: Lloyd@SummitBenefit.com
Office Manager/FLO (Project Manager)/Property Manager - WI
Beth has been with Summit since 1997 and wears a variety of operational hats, including WorkFLO.
Phone: 414-253-6116
Email: Beth@SummitBenefit.com
Defined Contribution Administrator
Dee has been with Summit since 2008 and has worked in the pension industry since 1992.
Phone: 541-257-8746
Email: Dee@SummitBenefit.com
Accounting Manager
Jade has been with Summit since 2017.
Phone: 541-272-6379
Email: Jade@SummitBenefit.com
Actuarial Assistant
Thomas has been with Summit since 2017.
Phone: 541-275-1421
Email: Thomas@SummitBenefit.com
Enrolled Actuary
Matt has been an actuary in the pension industry since 1998 with a wide range of experience across all types of plans. He has been with Summit since 2017.
Phone: 541-275-1020
Email: Matt@SummitBenefit.com
Junior DC Administrator
Kim has been with Summit since 2000 with over 18 years experience in the pension industry.
Phone: 541-275-0741
Email: Kim@SummitBenefit.com
Actuarial Assistant
David has been with Summit since 2017.
Phone: 541-257-8566
Email: davids@summitbenefit.com
Enrolled Actuary (EA, MSPA, CPC)
Kim has been with Summit since 2018 and has over 30 years of experience in the pension industry.
Phone: (541) 275-1362
Email: KSturges@SummitBenefit.com
Actuarial Assistant
Ali has been with the pension industry since 2016 when they joined Summit.
Phone: 541-257-8348
Email: Ali@SummitBenefit.com
Lead ACA Data Analyst
Travis has been with Summit since 2015. He has a Masters in Mathematics from the University of Oregon.
Phone: 541-275-1429
Email: Travis@SummitBenefit.com
ACA Operations Assistant
Becky has been with Summit since 2015.
Phone: 541-257-8421
Email: Becky@SummitBenefit.com