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What they publicly say they do

Retirement plan consultant that describes in-house actuarial design of cash balance plans for closely held businesses and professional practices, working with CPAs and advisors.

Summary of public sources. Credentials: Retirement plan consulting and administration 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

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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