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Who We Are

We’re consulting actuaries, and we work exclusively with retirement plans:  pension, retiree medical, profit sharing, cash balance plans and the like.  We’re known for innovative retirement plan design.  Established in 1991, the firm has grown to be one of the leading actuarial firms in the United States.

What We Do

Retirement planning for employers (corporations, professional firms, small businesses, governments, non-profits, unions…).

What Does That Mean?

It means that we design retirement plans to meet your objectives – whether those are to reward productivity, provide for retirement income, maximize tax deductions, or other objectives you may have. And we still do the actuarial thing:  each year we do valuations for hundreds of pension and retiree health plans, along with stochastic projections and §401(a)(4) nondiscrimination testing.  Benefits attorneys, accountants and investment advisors call us when things get too complex for other firms.

How Do We Go About It?

The tools we use include defined benefit plans, retiree medical plans, cash balance plans, profit sharing plans, 401(k) plans, and 403(b) plans.

You can follow current issues for all types of retirement plans on our retirement plan blog. Although it gets a little geeky sometimes, our goal is always to get the ideas across as clearly as possible.