Reliable Retirement Plans, No Hassles

Summit Retirement Plan Consultants works with advisors, plan sponsors, and TPAs across the country. We are your trusted resource for expert plan design, administration and consulting.

With over 30 years of pension industry experience, we have acquired a reputation for responsiveness, creativity and complex problem-solving. Work with us and you’ll see the difference!

Famed investor Warren Buffett once said “Price is what you pay, but value is what you get”. Value is what our clients and partners get from us every day – guaranteed. Our owners are personally and actively involved in working directly with our clients and business partners, and backing up the services they promise to deliver when plan sponsors engage our firm.

Many actuarial firms and TPAs are owned by private-equity firms who are focused on extracting the highest price from small businesses while delivering the absolute minimum level of service. That might be a good business model for your grocery store or lawn service, but not your retirement plan. There’s simply too much at stake!

Retirement Plan Consultants

Our Work Process

Tax Expertise

Tax Expertise

We understand the most complex provisions of the Internal Revenue Code and use that knowledge to build better retirement plans.

Responsive Support

Responsive Support

We don’t charge for responding to phone calls or emails. Effective communication between our clients, advisors and our firm is an essential part of a successful plan relationship.

Personalized Planning

Personalized Planning

We’ve worked with thousands of retirement plans over the last 30 years. Each one has been unique because every client’s needs are unique. We won’t put you in a cookie-cutter plan design.

Consulting & Administration

  • Cash Balance Plan Design
  • Plan documents and Amendments
  • Annual Plan Administration
  • Nondiscrimination Testing
  • IRS & PBGC Audits
  • Plan Terminations
  • Pension Administration/Call Center
  • QDRO Administration

Meet the Team

Michael M. Spickard

Michael M. Spickard

EA*, MSPA, CPC, QPA

Michael M. Spickard is an Enrolled Actuary (EA) with over thirty years of experience working with qualified retirement plans. He is the Principal Consultant for all client plans. He served as the Director of DB Plan Services for Charles Schwab and Manager of Retirement Plans for BFGoodrich before starting his own firm in 1996, which was ultimately sold to CBIZ. Michael also served on the IRS Advisory Committee for Employee Plans for 3 years, gaining valuable insight into IRS personnel, processes and procedures. He has also served on the EA Actuarial Exam Writing Committee. Michael and his wife Penny are life-long Akron-area residents. They have four grown children and nine grandchildren.

Educational Background
1986 – 1990
The University of Akron
Bachelor of Science (BS), Applied Mathematics
2019 – Present
Summit Retirement Plan Consultants
CEO / Consulting Actuary
2019 – Present
Summit Financial Partners
Financial Advisor, Managing Member and CCO
2014 – 2019
CBIZ Retirement Plan Services
Executive Vice President
2010 – 2014
Tegrit Group
CEO & Chief Consulting Actuary
1999 – 2010
Summit Retirement Plan Services
CEO & Chief Consulting Actuary
1996 – 1999
BFGoodrich Company
Manager – Retirement Plans
1990 – 1996
Charles Schwab
Director of DB Plan Services
Todd A. Lewis

Todd A. Lewis

MBA

Todd A. Lewis has over twenty-five years of experience in computer administration and programming. He graduated from the University of Akron with a Bachelor of Science in Computer Science and, more recently, earned a Master of Business Administration. Todd served as the IT Director of a manufacturing company before co-founding Summit IT Solutions with a long-time friend. Since selling his stake in the company, he has worked as an independent contractor, developing robust website and database solutions.

Todd has always had a passion for finance and has served on The Chapel’s finance committee on multiple occasions while also acting as a trustee. He and his wife, Shananne, met during college and have strong ties to the area. They have two children and a “gentle giant” Maine Coon rescue cat named Puma.

Educational Background
2023 - 2024
The University of Akron
Master of Business Administration
1986 - 1990
The University of Akron
Bachelor of Science (BS)
Computer Science
2019 – Present
Summit Retirement Plan Consultants
Chief Efficiency Officer
2014 – Present
Matrix 301, ltd
CEO
2000 – 2014
Summit IT Solutions
CEO
1994 – 2000
Main Street Gourmet
Network Administrator
Katie Bandodkar

Katie Bandodkar

Katie has nearly ten years of experience in retirement plan administration, working primarily with Cash Balance plans. In her role as an Actuarial Analyst, she works closely with the actuarial team on Cash Balance plan valuations, distributions, testing and 5500 preparation.

Nancy Snyder

Nancy Snyder

Nancy has several years of experience in retirement plan administration, working with both 401(k) plans and Cash Balance plans. In her role as a Plan Analyst, she works regularly with plan administration and 5500 software, custodial platforms, and handles most of the transaction processing for Summit RPC.

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Let's talk!

For any inquiries, proposals, or assistance you may require, we are here to support you. We look forward to your correspondence.