Relationships Build the Base for our Service

Knowing our Client is our Foremost Concern!

It is our mission to provide you, our client, with a positive experience built on accurate and timely service. We are more interested in serving your best interests than collecting revenue. At John S. Agatston Actuarial Services, the client always comes first. We accomplish this via knowing our clients.

 

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Chess - Proactive or Reactive

When engaged in Chess, It is always best to be proactive in your thinking. Your first move sets the tone for all future moves. Acting first (Proactive Thinking) keeps you ahead. Responding after the fact, (Reactive Thinking) means you are playing catch up.

Strategic Thinking

Once engaged in Chess, one needs to have at least three possible next moves in mind to help assure of having all contingencies covered. The same is true with Retirement Plans.

Strategic Planning

Understanding the possible impact of these three possible moves means you are keeping an eye on all of the factors that could cause either a negative or positive impact on your retirement plans.

Exit Strategy

Always having a clear picture of the end game keeps the Stategic Thinking and Planning in tune with your future as your retirement plans mature.

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Service HighLights

Newest Service Preparing 1099-Rs

JSAAS does not normally provide 1099-Rs as this is predominantly the responsibility of the fiduciarial entity issuing the funds. However, we have instituted the ability to provide 1099-Rs for select emergency cases where the client is stuck and cannot obtain them otherwise. Click below for more details.

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Third Party Administration (TPA) Services

We offer full TPA services for the Cash Balance Pension Plans we institute and in some cases we can do the same for Defined Contribution plans.

Actuarial Services

Special reports, reconciliation studies, retirement plan alignment, FASB, ASC 15 reports, technical writing etc.

Rescue Services

Rescuing plans that were in-appropriately or ill-advisedly set up and are experiencing problems. In most cases we can save drowning pension plans or at least legally and safely terminate these plans with a minimum of discomfort to the client.

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