We provide CPAs and Wealth Managers with the specialized actuarial support needed to implement high-impact Defined Benefit and 412(e)(3) structures for their most complex clients.
For professional partners bringing a client case for review
Next: share your role and case context in the partner inquiry; scheduling is offered after capture.
Provide custom projections under your own firm's brand.
Full IRS Section 401(a) and 412(e)(3) verification.
Professional liability support for complex plan designs.
A clear next step
Bring a practice question or client scenario. The inquiry form captures your role and contact details so the team can understand the context before the conversation.
After you send the inquiry, the confirmation offers a calendar option when you are ready to schedule.
Tell us your practice role and the kind of support you need.
Discuss where technical plan support fits alongside your client relationship.
Use the follow-up conversation to decide whether to proceed.
Provide solutions your competitors aren't aware of, cementing your role as lead advisor.
Instant access to senior actuaries to vet complex scenarios and plan overfunding.
We take the actuarial risk, ensuring every plan is IRS-defensible and mathematically sound.
Regular technical briefings and webinars that count toward professional education.
Join our network of 500+ CPAs and Wealth Managers. We will contact you within 24 hours to discuss how we can support your practice.
Peer-to-peer technical clarity.
Understand exactly how and where your pension contributions impact your tax returns — covering S-Corp, Sole Prop, Partnership, and W-2 earner filers.