Empowering Your
Client Strategy.
We provide CPAs and Wealth Managers with the specialized actuarial support needed to implement high-impact Defined Benefit and 412(e)(3) structures for their most complex clients.
Actuarial White-Labeling
Provide custom projections under your own firm's brand.
Audit-Ready Compliance
Full IRS Section 401(a) and 412(e)(3) verification.
Joint Defense Coverage
Professional liability support for complex plan designs.
Why Professionals Partner With Us
Client Retention
Provide solutions your competitors aren't aware of, cementing your role as lead advisor.
Expertise on Demand
Instant access to senior actuaries to vet complex scenarios and plan overfunding.
Risk Mitigation
We take the actuarial risk, ensuring every plan is IRS-defensible and mathematically sound.
CPE Credits
Regular technical briefings and webinars that count toward professional education.
Partner Inquiry
Join our network of 500+ CPAs and Wealth Managers. We will contact you within 24 hours to discuss how we can support your practice.
- Technical Resource Library
- Direct Actuary Liaison
- Referral Revenue Sharing
Technical FAQs
Peer-to-peer technical clarity.
Tax Deductions & FAQ
Understand exactly how and where your pension contributions impact your tax returns — covering S-Corp, Sole Prop, Partnership, and W-2 earner filers.