Pension Expertise You Can Rely On
Outsourced actuarial services for TPAs managing Defined Benefit, Cash Balance, and combo plans—so you can grow your book without growing your headcount.
What We Do:
Your clients expect precise, compliant retirement plan work. We make sure you deliver it—every plan, every year.
Actuarial Consulting
Your clients need DB expertise, but hiring a full-time actuary isn’t practical. We plug into your team and handle the actuarial work—so you can grow your book without growing your headcount.
Plan Administration
Annual valuations, government filings, contribution calculations, compliance testing—we handle the ongoing administration that keeps plans running and plan sponsors confident.
Plan Design and Implementation
Whether it’s a new Cash Balance plan for a high-income practice or a Combo Plan that maximizes contributions, we design retirement plans that fit your client’s goals and budget.
Who We Are:
Alex Free, EA, MSEA, CPC, QPA, QKA
With over a decade in the pension industry, Alex has built a career on one principle: TPAs deserve an actuarial partner who’s as invested in their clients’ plans as they are. He specializes in Defined Benefit, Cash Balance, 401(k) Profit Sharing, and Combo Plans, and currently serves on the Joint Board for the Enrollment of Actuaries Examination Committee.
Let’s Talk
Whether you’re looking to outsource actuarial work, need support on a complex plan, or want to explore adding DB and Cash Balance to your service offering—we’d welcome the conversation.