David Beck, CPA, QPA, ERPA

David Beck is a Senior ERISA consultant for Summit. He has been involved in plan consulting, plan design, and administration of retirement plans for more than 20 years. As a CPA, David spent time in public accounting with PricewaterhouseCoopers, and later with a regional firm responsible for auditing 401(k) plans. Prior to joining Summit, he was a partner with a third-party consulting firm.

A recognized leader in his field, David is known for his strategic insight and deep technical expertise across a wide spectrum of retirement plans, including 401(k), Profit Sharing, 403(b), 457(b), 457(f), Deferred Compensation (409A), SEP, and SIMPLE IRAs. His comprehensive knowledge enables him to tailor plan structures and provisions that align precisely with each client’s goals.

David’s leadership is defined by a client-first philosophy and a passion for delivering results. He thrives on solving complex challenges and is highly regarded for his process-driven approach, meticulous attention to detail, and proactive client engagement. His work often involves managing large, intricate plans and navigating corrections under the IRS’s Employee Plans Correction Resolution System (EPCRS).

Whether collaborating with clients on plan design or leading them through regulatory complexities, David’s expertise and commitment make him an invaluable partner in achieving long-term retirement plan success.

David is an active member of the Connecticut Society of CPA’s Employee Benefits Committee and is a frequent presenter at their annual conference. David is also an active member of the American Society of Pension Professionals and Actuaries and is licensed to represent his clients before the IRS (Enrolled Retirement Plan Agent).