About McHenry Advisers

McHenry Advisers provides Retirement Actuarial, Insurance, and Plan Administration Services that are advanced, independent, practical, proactive, smart, and sustainable.

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We specialize in:

 

1.  Effective Cash Balance and Defined Benefit Plan design and services that meet the specific goals of the plan sponsor and are as simple and straightforward as possible considering government regulatory requirements. 

 

2.  Retirement Tax Minimization Strategies to increase tax-free retirement income and legacy transfer.

 

Our clients include retirement plan sponsors, financial advisors, CPAs, retirement plan providers and individuals.

 

Our staff consists of highly educated, trained, and experienced Enrolled Actuaries and Pension Consultants. Our experienced Actuaries and Pension Consultants have worked with thousands of plan sponsors through a myriad of law changes and business cycles.

 

We provide ongoing Actuarial Services to over 1,100 qualified retirement plan sponsors located in 50 states.