We’ve Added Five New People Within the Last Six Months

As we continue our mission to provide well-structured retirement plans to all profitable businesses around the country and to be the first choice of employment for the best and brightest actuaries and consultants, Cash Balance Actuaries is happy to report that we’ve hired five great new people within the last six months.

Andy Steingas – Andy has been involved with Cash Balance Actuaries since the beginning as a contracted I.T. Consultant for the company. He joined the team full-time in September of 2021 to do more technology systems work. Andy is also helping with overflow administrative work, plan design proposals and marketing.

Heather Harmeyer – Heather has over 18 years of experience in the retirement plan industry, she also brings 4 years of experience as an advanced level high school mathematics teacher. This teaching experience has honed Heather's ability to present complex retirement plan concepts in a comprehensible and digestible way to her clients. Although she specializes in traditional defined benefit and cash balance plans, her experience also includes consulting on 401k and combo plan arrangements.

Matt Solberg – Matt has worked in the actuarial industry since 2005. He managed his own actuarial consulting company for 7 ½ years before deciding to bring his business to Cash Balance Actuaries. Matt is an Enrolled Actuary under ERISA, an Associate in the Society of Actuaries, and a Member of the American Academy of Actuaries.

Ryan Romeo – Ryan joined Cash Balance Actuaries in January 2022 with eleven years of experience in the retirement plan industry. He specializes in the design and administration of Cash Balance, Traditional Defined Benefit, and Defined Contribution Plans.

Todd Chrun – Todd will Join Cash Balance Actuaries on February 28^th as a reviewing actuary with over thirteen years of actuarial experience.

Cash Balance Plans continue to be one of the most sought-after retirement plan solutions in the United States. Our niche to serve the needs of small and medium-sized companies who want these cash balance plans with the best customer service and administration continues to propel our company’s growth.

We are thankful to our clients, and to our network of financial advisors, accountants, third-party administrators, and other referral sources.  We value the trust they place in us to keep their retirement plans compliant and help business owners have more money in retirement after taxes. We are also thankful to our talented team of actuaries and administrators for doing the hard work every day of delivering the best service and advice to our clients!