Actuarial Services

What We Do:

• Ongoing Actuarial Services for Defined Benefit and Cash Balance Plans
• We Specialize in Cash Balance Plans Design

Other Areas of Expertise:

• Cash Balance Management

• Plan Insurance Services

• Plan Termination Services

Who We Work With:

• Investment Advisers

• Retirement Plan Providers
• Third Party Administration Firms
• CPA’s
• Medical Practice Consultants

What are Cash Balance Plans?

1. Intro to Cash Balance Plans

2. Cash Balance Plan Features

3. When does a Cash Balance Plans Make Sense?

4. Who is the Ideal Cash Balance Client?

5. Process for Setting up a Cash Balance Plan