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What they publicly say they do

Describes itself as a team of Enrolled Actuaries who design and administer cash balance and defined benefit plans, working with CPAs and financial advisors.

Summary of public sources. Credentials: Enrolled-actuary firm (defined benefit and cash balance plans). Source for location and credentials.

Strategies offered

• Cash Balance Plans Public record source

Sponsors this advisor works with

None listed. We list a sponsor relationship only when a public source or the sponsor confirms it.

How this listing was made

We add an advisor when its own public pages show it offers a strategy in our library, and we link the page for each strategy shown. We list firms, not individual people. We do not score advisors, rank them, or say they are approved, vetted or recommended; a listing only says what the advisor publicly states. Read how advisors are listed.

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