Financial Advisors and CPAs

Partner with an Enrolled Actuary specializing in cash balance plan design and administration.

We work with financial advisors and CPAs to:
Evaluate client opportunities
Design custom plan solutions
Prepare contribution illustrations
Handle annual actuarial requirements
Support ongoing compliance

Third-Party Administrators (TPAs)

Actuarial Support for Cash Balance and Defined Benefit Plans

Traktion Pension LLC works alongside TPAs to provide the specialized actuarial services required for cash balance and defined benefit plans. 

We help TPAs expand their service offerings while maintaining ownership of their client relationships.

Services for TPAs:
Defined benefit and cash balance plan design
Combined 401(k) profit sharing and cash balance plan design
Annual actuarial valuations
Minimum and maximum contribuiton calculations
Nondiscrimination testing
Participant benefit calculations
Compliance and regulatory support

Whether you're evaluating a new cash balance opportunity or need ongoing actuarial administration, we're available to discuss your client's needs and provide customized illustrations and plan design options. 

Contact us to discuss a partnership.