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When You Think Pensions, Think Executive Benefits!
Actuaries and Benefit Consultants

Census Form

Estimate the maximum contribution, tax savings and projected annual benefit. Download our census form excel file now!




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Give Your Retirement Plan A Boost!

With a Fully-Insured Defined Benefit PlanInsured Defined Benefit Plan

Recent changes in the tax law have made the fully insured defined benefit plan more popular and more powerful as a reitrement planning tool.


Benefits Include:

• You receive immediate income tax deductions
• Your plan assets grow income tax
• You are permitted to make large plan contributions
• Your assets are creditor protected
• Your plan benefits are fully guaranteed by a major insurance carrier
• Your C or S Corp, Family Limited Partnership or LLC can adopt the plan
• Your plan is governed by ERISA and registered with the I.R.S. & D.O.L.


A Fully Insured Defined Benefit plan allows a business owner to contribute significantly more towards traditional retirement plans.

This makes Fully Insured Defined Benefit plans a far more powerful technique than IRAs, SEPs, 401(k)s or profit-sharing plans for a business owner to plan aggressively for retirement while enjoying large immediate income tax deductions.

Compare Your Retirement with or without a Fully Insured Defined Benefit Pension Plan

Download the comparison now!