How We Work with our Professional Partners

Clients often come to us by recommendation from their professional advisors.

Successful Business Owners Have Successful Teams of Advisors

We work with many professionals who support high-net-worth individuals and their families. Some of the professional partners we currently work with include:

 

How we keep you in the relationship

We understand how important it is to show exceptional results, and we are here to support your relationship with your clients through strategic retirement plans and tax-advantaged retirement savings options.

  • We can sit across the table from you

    We can present plan options to you and your client as a trusted resource and an outsourced provider, where they can unbiasedly assess our weight and merit. 

  • We can sit on the same side of the table

    We can present the available Defined Benefits plan options to your client as a seamless part of your team. Your in-house subject-matter experts.

  • We can operate wholly behind the scenes

    We can be your behind-the-scenes resource and share the plan designs that you would then present to the client. 

How We Bring Value

Why use our plan design?

Using our design, clients often realize greater results than compared to a cash balance plan.

Benefits can include:

Higher pre-tax contributions

Greater tax deferral plan

Potential lifetime income for participant and spouse

Assets can potentially fund the retirement benefits of the next generation of employees

The insured death benefit net of cash value is tax-free and premiums are payable pre-tax

Our Approach

Our design often exceeds the results of a typical cash balance plan.

Who are the Best Candidates for our Specific Plan Design

  • HNWIs whose yearly contribution can range from $150k-700k depending on age and plan features

  • Those who want to protect assets from creditors

  • Business owners (especially in family-owned businesses)

    Those who would like the plan assets to potentially fund the retirement benefits of the remaining employees

Our plan designs are ideal for

  • Pass Through Entities or Business Owners

    Business Owners
    Athletes / Entertainers
    Board Seat Members
    Real Estate Brokers
    Dual Income Families
    Attorneys / CPAs
    VCs and Hedge Funds
    Sole Proprietors, S-Corps, Partnerships, LLCs

  • High-Income Earners

    Yearly contribution ranges from $150k-700k depending on age/plan features
    Larger contribution of pre-tax dollars = greater tax deferrals

  • Individuals Experiencing a Transfer of Wealth

    Protect assets from creditors
    Assets can potentially fund the retirement benefits of the remaining employees, which can be useful in family-owned businesses

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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Request for a Professional Partnership Proposal

 

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