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Key Service Areas Include:

401(k) and pension plan design
All aspects of retirement plan service
Specialized consulting and remediation

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"Fully Insured Plans: A Viable Retirement Plan Alternative,"

This is the first of 2 installments authored by Richard Perlin and published in the Journal of Pension Benefits, Spring 2013. It provides a comprehensive look at what are often called Section 412(e)(3) plans. This method of funding a pension has some very unique characteristics that provide both advantages and disadvantages relative to traditional actuarially valued pension plans. The article explores some of the technical issues that arise when designing and administering these kinds of pensions. View a pdf of the article here.