Retirement Actuarial Services

Retirement Actuarial Services specializes in advanced retirement plan design and actuarial administration for high-income business owners and professionals. The firm helps clients evaluate and implement tax-efficient retirement strategies using cash balance defined benefit plans, profit sharing and 401(k) coordination, and, where appropriate, 401(h) medical benefit planning. Retirement Actuarial Services works alongside CPAs and advisors to provide feasibility reviews, plan design support, ongoing administration, and compliance-focused guidance for business owners seeking larger deductible contributions and stronger long-term retirement planning.