SilverStone Group adds Actuaries to Advisors Services

Share Article

SilverStone Group's Actuaries to Advisors division partners with advisors to provide independent plan design recommendations and actuarial support. They evaluate all available options to determine the appropriate retirement plans for the business owners asking for these solutions

SilverStone Group has expanded the plan design and actuarial support they provide for Personal Pension Plans. These are qualified retirement plans designed to serve the interests of business owners and professionals. As Actuaries to Advisors they provide plan design and technical support to assist business advisors who want to recommend these solutions for their clients. These business advisors include attorneys, CPAs, independent financial planners, insurance agents and brokers, Third Party Administrators (TPAs) and investment advisors. The business advisors understand the objectives of their clients and can evaluate the suitability of a qualified retirement plan. The Actuaries will select a benefit and contribution structure to achieve these objectives using one or more than one plan. The solutions presented will consider Cash Balance plans and other combinations of defined benefit and 401(k) profit sharing plans. The planning process will include the assembly of a Contribution illustration to display the flexibility these plans can offer.

To learn more about our Actuaries to Advisor services, visit:
silverstonegroup.com/employeebenefits/definedbenefits/Actuaries-to-Advisors.html

SilverStone Group is an employee-owned firm with more than 65 years of dedicated service. The company's 185 highly-qualified associates provide human capital consulting, property and casualty, risk management, employee benefits, business insurance and financial planning services to employers and individuals. Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Lincoln, Nebraska, Council Bluffs and West Des Moines, Iowa and Sioux Falls, South Dakota.

For more information on SilverStone Group visit our website at silverstonegroup.com

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Michelle Hansen
Visit website