Actuarial Services


We provide ongoing Actuarial Services to over 550 qualified retirement plan sponsors located in all 50 states. Since 2006, we have designed and installed over 400 new Cash Balance Pension Plans.

Management Services


Cash Balance Plans provide great tax and economic benefits for individuals and plan sponsors. However, there are some important plan design considerations that should be factored into the decision of a proper investment allocation.

Insurance Services


Sometimes adding to or providing 

for an insured pre-retirement death benefit in a Cash Balance or

Defined Benefit Plan makes sense

for a plan sponsor. Doing so may

enable a plan sponsor to pay for

life insurance premiums on a tax deductible basis.

Termination Services


Cash Balance and Defined Benefit Plans are set up to accomplish certain goals. When those goals are met, it makes sense to terminate the plan.


134 East Main Street

New Albany, Ohio 43054

Phone and Fax: (800) 805-9538



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