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Cash Balance Actuaries gives an online account for all clients and for all potential clients who are interested in getting a proposal. If you are already a client, you should have an account with us. (In case you forgot your information, please contact us directly or try the forgot your password link.)

If you are someone who wants to get a proposal, please sign up for an account below. Once your account is setup, you'll be able to securely share relevant financial and tax information with us that will help us put together some numbers for your proposal. 

Click here to read our online privacy policy.