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: 541-344-2324 x 311
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: 541-344-2324 x 312
Email: Jeff@SummitBenefit.com
ACA Data Analyst
Matthew has been with Summit since 2015.
Phone: 541-344-2324 x 329
Email: MatthewA@SummitBenefit.com
Actuarial Assistant
Danielle has been with Summit since 2015.
Phone: 541-344-2324 x 321
Email: Danielle@SummitBenefit.com
DB Team Assistant
Kris has been with Summit since 2015.
Phone: 541-344-2324 x 314
Email: Kris@SummitBenefit.com
DB Administrator/Actuarial Assistant (QPA, QKA)
Patricia has been with Summit since 2014 and has over 15 years experience in the pension industry.
Phone: 541-344-2324 x 319
Email: Patricia@SummitBenefit.com
Junior DC Administrator
Andrea has been with Summit since 2007 with over 9 years experience in the pension industry.
Phone: 541-344-2324 x 454
Email: Andrea@SummitBenefit.com
DB Administrator/Actuarial Assistant/DB Team Leader (QPA)
Jeremy has been with Summit since 2000 with over 15 years experience in the pension industry.
Phone: 541-344-2324 x 456
Email: Jeremy@SummitBenefit.com
ACA Consultant
Katy has been with Summit since 2014.
Phone: 541-344-2324 x 341
Email: Katy@SummitBenefit.com
DC Administrator/DC Coordinator
Leigh has been with Summit since 2013 and has over 15 years of experience in the pension industry.
Phone: 541-344-2324 x 458
Email: Leigh@SummitBenefit.com
Actuary/DB Manager (EA, MSPA, CPC)
Mike has been with Summit since 2007 with over 9 years experience in the pension industry.
Phone: 541-344-2324 x 310
Email: Mike@SummitBenefit.com
ACA Consultant
Greg has been with Summit since 2008.
Phone: 541-344-2324 x 335
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: 541-344-2324 x 301
Email: Kathryn@SummitBenefit.com
Actuarial Assistant
Pieter has been with Summit since 2014.
Phone: 541-344-2324 x 307
Email: Pieter@SummitBenefit.com
Terminations Specialist (QPA, QKA)
Amanda has been with Summit since 2007 with over 9 years of experience in the pension industry.
Phone: 541-344-2324 x 313
Email: Amanda@SummitBenefit.com
Assistant to the CFO
Andrea has been with Summit since 2015.
Phone: 541-344-2324 x 327
Email: AndreaH@SummitBenefit.com
Director: Plan Document Department
Shelly is an ERISA attorney who has been with Summit since 2008.
Phone: 541-344-2324 x 457
Email: Shelly@SummitBenefit.com
Office Manager - Oregon
Julia has been with Summit since 2002 with over 14 years experience in the pension industry.
Phone: 541-344-2324 x 320
Email: Julia@SummitBenefit.com
ACA Data Analyst
Lloyd has been with Summit since 2015.
Phone: 541-344-2324 x 316
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: 414-302-9199 x 203
Email: Beth@SummitBenefit.com
Defined Contribution Administrator
Dee has been with Summit since 2008 and has over 20 years experience in the pension industry.
Phone: 541-344-2324 x 455
Email: Dee@SummitBenefit.com
ACA Data Analyst
Andrew has been with Summit since 2015.
Phone: 541-344-2324 x 328
Email: Andrew@SummitBenefit.com
ACA Service Administrator
Christopher has been with Summit since 2015.
Phone: 541-344-2324 x 309
Junior DC Administrator (QKA)
Andrew has been with Summit since 2016 and has over 8 years experience in the pension industry.
Phone: 541-344-2324 x 339
Email: AndrewS@SummitBenefit.com
Payroll Administrator and DC Admin Support
Kim has been with Summit since 2000 with over 15 years experience in the pension industry.
Phone: 541-344-2324 x 303
Email: Kim@SummitBenefit.com
Senior Consulting Actuary (EA, FSA, MAAA, MSPA, JD)
Glenn has been working as a consulting actuary in the pension industry since 1975. He has been with Summit since 2010.
Phone: 541-344-2324 x 338
Email: Glenn@SummitBenefit.com
Actuary (EA, QPA, PhD)
Josiah has been with Summit since 2012.
Phone: 541-344-2324 x 336
Email: Josiah@SummitBenefit.com
Actuarial Assistant
Ali has been with Summit since 2016.
Phone: 541-344-2324 x 204
Email: Ali@SummitBenefit.com
ACA Data Analyst
Travis has been with Summit since 2015.
Phone: 541-344-2324 x 323
Email: Travis@SummitBenefit.com
ACA Operations Assistant
Becky has been with Summit since 2015.
Phone: 541-344-2324 x 326
Email: Becky@SummitBenefit.com