We help Third Party Administrators get into the Cash Balance business quickly, seamlessly and affordably. We offer a complete back-office solution for Cash Balance plan administration with a flexible pricing structure and friendly personalized service every step of the way. More than just actuarial excellence, we deliver peace of mind for you and your clients.
We work behind the scenes to ensure each step of the process works smoothly, from initial plan design and plan document creation to annual administration. You can ‘private label’ our products and you always control the client relationship.
Your Client Relationship
Our Back-Office Administration
Happy Clients + Growing Revenue