Welcome to Cash Balance Actuaries
Your full-service pension plan provider.
Cash Balance Actuaries will help you make the sponsorship and administration of your qualified retirement plan as cost-effective and hassle-free as possible. We specialize in:
- Designing and drafting new Cash Balance, 401(k), Profit Sharing, and Traditional Defined Benefit Plans
- Annual third party administration for all of the above types of plans
- Pension consulting and related projects such as preparing distribution paperwork, IRS submissions, PBGC filings, estimated contributions, projections, plan amendments, restatements and more
Recent News
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Cash Balance Actuaries' Experts to Present at 2025 NIPA Annual Forum & Expo
We are proud to announce that two of our esteemed team members, Will Kersey, EA, MSEA and Charlie Steingas, EA, MSEA, MAAA will be presenting at the upcoming...
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Will Brabson, ASA Joins Cash Balance Actuaries
We are excited to announce that Will Brabson, ASA, has joined Cash Balance Actuaries as of January 2025. With over five years of experience in consulting on...
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