Enrolled Actuaries

Each client receives cost-effective and comprehensive actuarial and legal services for its defined benefit pension plan and its enhanced defined contribution plan. These services include:

• Defined contribution plan design generally utilized by doctors, accounting firms, law firms and small closely held businesses that want to provide the owner and management team with a better benefit package than is available under a traditional plan arrangement.
  
  
• Defined benefit pension plan design for small bussinesses, professional firms, and middle market employers.
  
  
• Employer actuarial valuation reports, employee benefit statements, actuarial certifications and signature-ready PBGC Form 1.
  
  
• Financial statement disclosures and actuarial valuation reports to comply with FASB requirements.
  
  
• Enrolled actuaries to calculate benefits, comply with ERISA's minimum funding standards and meet IRS requirements.

To speak to someone regarding our services, please refer to our contact information.