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JOHN S AGATSTON ACTUARIAL SERVICES

is a full service actuarial firm specializing in Dual Plan Pension Design. With over 70 years of Actuarial and Business experience, John S. Agatston Actuarial Services is equipped to bring you or your clients Retirement Plans to fruition utilizing advanced pension plan design and cutting edge administration tools. Whether you or your clients require Cash Balance Pension Plans, Regular Defined Benefit Pension Plans, Profit Sharing Pension Plans, 401(k) pension plans, Money Purchase Pension Plans, or any other kind of Qualified Pension Plan, John S. Agatston Actuarial Services is ready to help you make retirement a possibility.

CASH BALANCE EXPERTS

We have been designing and administering Cash Balance Pension Plans for over 11 years. We have the experience to make sure your plan is designed right to meet your retirement needs, now and in the future.

 

Services

Pension Plan Design

Plan Administration

IRS Filings

Amendments

5500s

PBGC

Plan Valuations

Benefit Statements

Termination Statements

FASB Reports

Plan Terminations

DEFINED BENEFIT * CASH BALANCE * DEFINED CONTRIBUTION * PROFIT SHARING * 401(K) * MONEY PURCHASE

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