Services AEGIS Provides



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Call Us Today: 904-686-1835



Aegis Pension Services provides custom plan design, administration and actuarial services for closely held businesses, primarily in conjunction with the TPA firm or financial institution which handles the business' 401(k) plan. 

We work with the business owner, his advisors or the TPA who administers the business' 401k plan to identify opportunities and design the plan which best meets the goals of the business owner.


Our specialties: 

          Plan Design for Closely Held Businesses

          Cash Balance Plans

          Defined Benefit Plans

          Combination Plans - Defined Benefit + 401(k)

                                    - Cash Balance + 401(k)

          Non-Discrimination Testing for Combination Plans


How We Operate


Actuarial & Design Services for TPAs

For TPAs, financial institutions and other professional firms, Aegis Pension Services offers plan design and actuarial services on a subcontracting basis to allow the TPA to expand its services to include cash balance and defined benefit plans.

The TPA controls the client relationship and maintains all client contact.  Aegis works behind the scenes to provide the actuarial services and technical expertise.

Aegis has the processes in place and the experience to provide support services in a streamlined and cost-effective basis so the TPA can provide complete and seamless service to its clients for both their 401(k) and cash balance or defined benefit plans.

We have over 50 TPA relationships in place including TPAs with large blocks of cash balance/defined benefit plans and those with only a handful of plans.  Whatever your size or experience in this market, Aegis can work with you.


For more information contact us at or 904.686.1835, extension 23


Actuarial & Design Services for Plan Sponsors

Aegis Pension Services can work directly with business owner and provide full service administration for their defined benefit or cash balance plan.  And if the business also sponsors a 401(k) plan, we will coordinate our services with those of the 401(k) plan TPA to ensure that there is no duplication or missed steps.


For more information contact us at or 904.686.1835, extension 23   


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