Investment in Value.
Transparent, upfront actuarial fees. We believe in providing elite service without the complex billing structures.
Direct to Owners
Comprehensive plan design and annual administration for business owners.
Starting at$2,500/year
What's included:
- Custom Cash Balance Plan Design
- 401(k) Combo Optimization
- Annual Actuarial Valuation
- AFTAP Certification
- Form 5500 & Schedule SB Prep
- Direct Access to Your Actuary
Hired Gun Support
White-label actuarial services for TPA firms and professional partners.
Custom Quotes
Our TPA capabilities:
- Volume Pricing for TPA Firms
- White-Label Deliverables
- Expert Case Design Consulting
- AFTAP & SB Certifications
- PBGC Premium Filings
- Compliance Correction Support
Why Our Pricing Works
Traditional actuarial firms often charge by the hour, leading to unpredictable bills. We provide fixed-fee arrangements so you can budget with confidence.
No Setup Fees?
We offer competitive setup pricing that is often rolled into the first year's administration fee for new plan designs.
Complex Cases?
For multi-owner practices or complex non-discrimination testing, we provide custom quotes based on complexity.