Advanced Plan Design & Consulting

We are your strategic partner, always striving to get the best results for you.

Sophisticated strategies involve thinking outside the box

Our years of experience, expert knowledge of qualified plans and unique customization allows us to be a partner that you cannot find else where.

How our clients have benefitted from our expert consulting

How we help clients who already have a qualified plan:

We help clients get greater deductions when they are currently being told they have maxed out their contributions.
We help reposition qualified assets into non-qualified assets in a tax-efficient manner to maximize income and wealth transfer to heirs.
We answer your questions. Often clients come to us because they are simply not satisfied with their current TPA’s lack of responsiveness.

How we help clients who want to implement a new qualified plan:

We run a comprehensive feasibility study free of charge to determine whether our strategy is the right fit for you.
We collaborate with all of your advisors and key parties to best design and implement a plan for you.
Not every plan ends the way it begins, we make sure to guide you along the way.

When you are ready for sophisticated planning concepts you can’t find anywhere else – Reach out to us.

How we work with Individuals and Families How We Support our Professional Partners

What Our Clients Say

Testimonials

Our firm has been working with Actuarial Business Solutions LLC & Actuarial Data Inc. for about 6 years. Over the six years we have been able to deliver significant tax savings with incredible services to our clients. Each of our clients have a unique story and a unique plan. Actuarial Business Solutions LLC & Actuarial Data Inc. is a true collaborative partner, and our relationship is key serving our clients. We look forward to many more years of collaboration with Actuarial Business Solutions LLC & Actuarial Data Inc.

Prestige Planning LLCBoutique Financial Risk Management Firm

We are a small business who has relied on the expertise of Actuarial Data since we first formed our 401k and Pension Plans in 2013. The client response and support that we receive from Actuarial Data is unparalleled. We would highly recommend Actuarial Data to any business looking for a partner to help manage your company’s retirement plans. When it comes to creativity and high efficiency of pension plan design, the best place to go in America, especially for small businesses, is Actuarial Data, Inc.

TPE Solutions, Inc.Your Thermoplastic Elastomer Supplier

Prestige Planning LLCBoutique Financial Risk Management Firm

TPE Solutions, Inc.Your Thermoplastic Elastomer Supplier

Case Stories

How We Help

While each individual has different needs, business structures, goals and income, we know that if you are able to put away upwards of $400,000/year in the foreseeable future, a customized defined benefit plan can provide tax-advantaged savings that are unsurpassed.