cash balance actuaries, llc

Cash Balance Actuaries, LLC is a specialized consulting firm that focuses on creating and managing defined benefit and cash balance retirement plans for small to mid-sized businesses across the United States. Their primary mission is to help business owners and high-income professionals maximize their tax-deferred retirement savings while navigating complex IRS and ERISA regulations. The firm provides comprehensive services including custom plan design, annual administration, actuarial calculations and certifications, and ongoing consulting to ensure plans remain compliant and meet the client's financial goals.