“… adding value through creativity and innovation.”
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Recent federal legislation has been remarkably favorable for the implementation of defined benefit & 401(k) plans by small businesses. The chart shows what a business owner can potentially contribute & deduct to plans established in 2022:
DeSales Associates is an actuarial consulting firm that specializes in designing, implementing, and providing ongoing support to tax-qualified retirement plans.
What sets us apart is a creative and imaginative problem solving approach together with an orientation that seeks out opportunities to add value.
Founded in 1993, practice areas include:
Defined Benefit & Defined Contribution Plans
Cash Balance Plans
Health care consulting including:
SFAS 106 valuations
GASB 43/45 valuations
SOP 92-6 valuations
IBNR reportingAsset/liability management
Applications software development
Non-Qualified Plans