Defined Benefit Plans

Our customized plan designs have the capability to maximize the defined benefit plan potential.

Defined Benefit Plans – Designed to Meet Your Goals

Our customized plan designs have the capability to defer hundreds of thousands of dollars of taxable income into qualified vehicles.

Defined Benefit Plans are one of the fastest growing tax and retirement saving strategies for business owners.

As business owners become more successful and sophisticated, it is becoming more common for them to adopt defined benefit plans. Within the qualified plan universe, the defined benefit plan offers the greatest tax deduction as compared to its peers. Depending on certain factors, a typical plan provides a tax deduction in the range of $50,000 to $250,000 each year. However, without the right strategies, the full benefits of those plans may go unrealized.

Our clients do not want a typical plan

Typical defined benefit plans are designed as Cash Balance plans, limiting the flexibility and the magnitude of the tax deduction. Our clients are not typical. We know they are looking for something more customized and more intelligently designed that offers bigger better results.

Taking a unique approach to get better results:

We differentiate ourselves by designing our plans specifically for our client’s needs. All our designs are tailored to fit our different clients. We focus on traditional pension concepts that are meant for lifetime income, which are still used every day in large plans, such as those designed for teachers, firefighters, and large corporations. Through our expertise, we are able to bring that large-plan design to the successful business owner. Increased flexibility and control are among the many benefits our clients see from implementing our plan designs. With a plan design from Actuarial Business Solutions, our clients are often realizing contribution ranges double from what they would otherwise be receiving from a typical plan.

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.