Expert actuarial consulting and plan administration for employers who value accuracy, clarity, and peace of mind.
Explore Our ServicesWe bring decades of actuarial and retirement plan expertise to every engagement—designing, administering, and optimizing plans so you can focus on your business.
Enrolled Actuaries with deep DB/CB expertise providing accurate valuations, funding strategies, and compliance certifications.
End-to-end plan administration from compliance testing and government filings to participant notices and deadline management.
Custom retirement plans aligned with your business goals—maximizing tax efficiency while attracting and retaining key talent.
We’ve built our practice on trusted partnerships with Third Party Administrators. When your clients need defined benefit or cash balance expertise, we provide the actuarial work behind the scenes—so you can offer a complete retirement solution without adding overhead.
Whether you need a new plan, a second opinion, or ongoing administration, we’re here to help.
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