Leaders. 

Managed by Enrolled Actuaries that are leaders in the design and service of Cash Balance Plans.

 

Experience. 

We know Cash Balance Plans inside and out through plan design and ongoing actuarial services for over 800 active Cash Balance Plans.

 

Dive Deeper. 

We look beyond the plan’s interest credit rate to determine what the truly important actuarial considerations
are and utilize that knowledge to provide for the proper asset allocation.

 

Unique.

We provide actuarial designed, managed account provider for Cash Balance Plans that uses simulation
on the plan
assets and particular plan actuarial characteristics to determine proper asset allocation.

 

Support You.

We work with investment advisors to help them service their Cash Balance Plan clients.

Investment Advisors retain the relationship and custody of plan assets.

Why is
Cash Balance Management

Different?