Company Information

Get to know cash balance actuaries, llc

Cash Balance Actuaries, LLC is a specialized consulting firm that focuses on creating and managing defined benefit and cash balance retirement plans for small to mid-sized businesses across the United States. Their primary mission is to help business owners and high-income professionals maximize their tax-deferred retirement savings while navigating complex IRS and ERISA regulations. The firm provides comprehensive services including custom plan design, annual administration, actuarial calculations and certifications, and ongoing consulting to ensure plans remain compliant and meet the client's financial goals.

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Financial Other Service

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cash balance actuaries, llc

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.