What they publicly say they do
Actuarial firm whose cash balance plan solutions page lists plan design, actuarial services, plan documents, government filings and administration for business owners and professional groups.
Summary of public sources. Credentials: Actuarial and retirement consulting firm. 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
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