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Customers: Small Business Owners

Services for Small Business Owners

We provide the following services to assist small business owners in taking advantage of maximum tax deductions and savings for their retirement.

Defined Benefit and Cash Balance Plan Proposals:
  • Easy-to-understand proposal
  • Customized depending on your financial goals
  • Flexible contributions depending on income
Actuarial Services, including but not limited to:
  • Plan design and document preparation
  • Annual valuations and reporting
  • Plan accounting reports
  • Government filings and compliance review
  • Pension calculations and certification
  • Cost Studies
  • Nondiscrimination testing
  • Software systems
  • Plan Audits
  • Pension Consulting