Founded in 2004, Summit Retirement Plan Services, Inc. is an independent Third Party Administrator (TPA) firm based in Sacramento, California. The company focuses exclusively on the consulting, design, and administration of qualified retirement plans for businesses of all sizes. They partner with financial advisors and investment providers to offer customized plan designs, including 401(k), 403(b), and cash balance plans, ensuring compliance with IRS and Department of Labor regulations. Their mission is to provide a high-touch, consultative service model to help employers and their employees achieve their retirement goals.

Founded in

United States