Case Studies

See what Actuarial Business Solutions has done for clients in the past, and what they can do for you.

We are dedicated to providing custom defined benefit plans that can provide tax-advantaged savings to all of our clients.

The following case studies highlight different scenarios in which we were able to impact the financial lives of our clients.

What Our Clients Say

Testimonials

Most high-earning, sophisticated professionals have estate and tax planning issues that commoditized retirement solutions don’t address. At actuarial Business Solutions, we look at your retirement investments through a different lens. One: we assume you will live into your 90s and your income will have to sustain you for 30 years past retirement and Two: we assume you will have a partner with you for whom you will want to provide.

Surgeon, Scripps Scripps Health is San Diego’s trusted leader for quality health care

Chief Counsel, NYCThe Office of General Counsel provides legal advice and support to the New York Secretary of State and the diverse programs.

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

Surgeon, Scripps Scripps Health is San Diego’s trusted leader for quality health care

Chief Counsel, NYCThe Office of General Counsel provides legal advice and support to the New York Secretary of State and the diverse programs.

Prestige Planning LLCBoutique Financial Risk Management Firm

TPE Solutions, Inc.Your Thermoplastic Elastomer Supplier