Defined Contribution Plans

The partner to a well structured Defined Benefit Plan.

Strategic Defined Contribution Plans

Utilizing a defined contribution plan can increase the efficiency of a holistic qualified plan strategy.

In combination with a Defined Benefit plan, a Defined Contribution strategy can be the wisest choice

In some cases, it is best to add a defined contribution plan (DC) to a defined benefit plan in order to provide appropriate benefits to employees. Besides being a versatile compliance tool, a well-designed defined contribution plan has additional positives including employee appreciation and retention.

A defined contribution plan design offers a variety of options and features for the employer and employee. Some of those include how the plan is funded. Funding options can be sourced either from the employer or the employee. Some employers will use a match or a Safe Harbor of 3% of wages as their sourcing options. Other plans may have a 401(k) feature that allows the employee to defer income up to the IRS limit. Structuring your plan requires knowledge of all of the available options for both tax-deferred retirement savings and compliance requirements. In addition to funding, setting up your defined contribution plan requires selecting an investment platform. The investment platform is chosen by the plan sponsor along with their financial advisor. *Unlike some of our competitors, Actuarial Business Solutions does not take any assets under management, allowing our clients and their advisors maximum flexibility.

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.

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.

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.

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.

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.

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