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!

Our Work Process

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

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
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 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.
The University of Akron
Bachelor of Science (BS), Applied Mathematics
Summit Retirement Plan Consultants
CEO / Consulting Actuary
Summit Financial Partners
Financial Advisor, Managing Member and CCO
CBIZ Retirement Plan Services
Executive Vice President
Tegrit Group
CEO & Chief Consulting Actuary
Summit Retirement Plan Services
CEO & Chief Consulting Actuary
BFGoodrich Company
Manager – Retirement Plans
Charles Schwab
Director of DB Plan Services

Todd A. Lewis
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.
The University of Akron
Master of Business Administration
The University of Akron
Bachelor of Science (BS)
Computer Science
Summit Retirement Plan Consultants
Chief Efficiency Officer
Matrix 301, ltd
CEO
Summit IT Solutions
CEO
Main Street Gourmet
Network Administrator

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 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.
Let's talk!
For any inquiries, proposals, or assistance you may require, we are here to support you. We look forward to your correspondence.
- 3137 Northview Rd, Uniontown OH, 44685
- info@summitrpc.com
- 330-730-7432
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