Our mission is to provide high quality service that enables our customer to build wealth and prepare for retirement with a comfortable living. We are committed to establishing trust and long lasting relationships with each of our clients.
Our actuaries, consultants, plan administrators and support staff have many years of experience and a thorough understanding of the applicable regulations.
- Defined Benefit Pension Plans
- Defined Contribution Plans
- Cash Balance Plans
We cater to our clients and their advisers with exceptional service.
Service Oriented
No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you. Your journey begins now. Let us help get you on your way.
Experienced Team
Our team of professionals have been in the retirement community for more than 30 years assisting clients with the design, installation, and administration of qualified retirement programs.
Paul Rosenow
CEO & Managing Member
Paul Rosenow has over 30 years of retirement plan experience and is widely respected in the pension community. Paul graduated from the University of California, Irvine with a BS in Mathematics. He has achieved the designation of an Enrolled Actuary with the Department of Labor and Department of Treasury to perform actuarial services pursuant to the Employee Retirement Income Security Act (ERISA) and subsequent legislation. He is also a member of the American Society of Pension Professionals and Actuaries (ASPPA) and is a Fellow of the Society of Actuaries.