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pension plans

For 25 years and counting our focus continues to be effective Pension Plan Design including Cash Balance Plans.

 

When done properly, Pension Plans can be one of the most effective ways to save for retirement and reduce current AND future taxes.  Our job is to make Pension Plans efficient at reducing income taxes and easy for the Plan Sponsor and Adviser.  

Our highly skilled and uniquely qualified actuaries are leaders in the field of retirement plan design.  

WE ARE THE ADVISER TO THE ADVISER
  • Individuals + Retirement Plan Sponsons

  • Their Advisers

QUALIFIED PLANS SERVICED

We provide actuarial and plan administration services to over 1,300 qualified retirement plans.  We are a privately owned company, giving us the advantage of years of personalized expert experience and unmatched knowledge.