More Small Businesses Add Cash Balance Pensions

Recent News

• 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...

• 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...

Am I A Good Candidate?

Answer these questions to see if your company should adopt a plan

Ideal Case Studies

Read about our most common clients
Do these examples remind you of your business?