The Experts Know
Benefit Plans Plus, LLC
I highly recommend Aegis as a partner to help build your cash balance plan practice. They make complex plans easy to understand.
Financial Technology, Inc.
Aegis is serious in their commitment to provide TPAs the tools they need to include cash balance and defined benefit plans in the suite of services they offer their plan sponsor clients. They have developed and actively continue to grow the knowledge and skills needed to design and implement cutting-edge strategies within the highly regulated and ever-changing pension universe.
Aegis is a perfect fit for the successful closely held business owner whether goals are incentivizing employees, owner maximization or something in between. A number of our clients are happier with us as CPA’s simply because we brought Aegis in to help them take advantage of the opportunities in cash balance and defined benefit plans.
SYM Financial Advisors
Aegis is my firm’s main resource when it comes to actuarial work. Their depth of knowledge and ability to develop quality plan designs and valuations allows us to attract and retain clients.
Dennis M. Axman, CLU, ChFC, AEP, CFP®, RICP®
ALR ADVANCED SOLUTIONS
I have been working with Lorraine Dorsa in the area of Defined Benefit Plans and Cash Balance Plans for many years. I have not seen anyone with more in depth knowledge, technical as well as practical, in applying these strategies for business owner clients in assisting them with their retirement planning. I highly recommend Aegis Pension Services to anyone looking for actuarial and plan design expertise support in this area of planning.
David Sims, JD PhD
BRS Consulting, Inc.
My business partner and I have worked with Lorraine since 2008 through our firm BRS Consulting (www.brsconsulting.com). Not only does Lorraine and her team at Aegis Pension Services provide premier actuarial consultation for retirement plan professionals, she is the most responsive and competent actuarial professional I have worked with in the qualified plan space. If I need a compliant plan design that maximizes retirement and tax benefits for plan participants, I know I can rely on Lorraine. Last year, I had a client that decided late in September 2016 that he wanted to establish a cash balance plan with a safe harbor 401k and profit sharing plan. She was able to pull the plan design together and guide us through each step with our client, on time and with maximized benefits. Lorraine is our go-to expert in the qualified plan space.