Cash Balance & Defined Benefit Retirement Plans

Big savings and significant tax advantages. CB & DB plans can perfectly fit high-income businesses or companies.

The right retirement plan for any situation

Our expert teams know how to design, install, and administer a plan that will be right for the situation. We’ll review current plan and assess company needs.

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Supercharged plans

For business owners closer to retirement who want higher contributions and larger tax deductions with the option to continue to sponsor a current 401(k) plan.

Actuarial expertise

Our actuary teams work directly with plan sponsors and tax advisors to maximize tax savings.

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What You'll get from our Team

Customized Plan Designs

Higher contributions, bigger tax deductions, supercharged retirement plans

Plan Installation

Dedicated plan consultant, Initial Plan and Trust Documents. Adopting Resolution, Summary Plan Description (SPD), Participant Loan and/or QDRO Procedures, and more.

Annual Administration

Actuarial valuation with deposit summary, Schedule B, PBGC Forms for execution and filing

Expert Knowledge & Support

Industry knowledge and actuarial expertise set us apart from the competition. Our team has decades of average experience in the industry.