Our Pentec DFW office is located in the Arlington entertainment district

Small Business Pension Plans

Traditional Defined Benefit Plans and Cash Balance Plans greatly surpass the contribution potential of 401k Profit Sharing Plans. Our dedicated team of actuaries is committed to providing a tailored plan design to meet your business objectives and retirement goals.

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Types of Plans

Our interactive approach to addressing your plan design needs will produce the best-possible outcome.

Traditional Defined Benefit Plans

Traditional Defined Benefit Plans promise a benefit at retirement age which is funded by the employer.

Cash Balance Plans

Cash Balance Plans report benefits as "account balances" with guaranteed interest earnings.

401k Plans

401k Plans permit employees to make their own contributions and also have accounts for employer contributions.

Personalized Actuarial Services

One size does not fit all when it comes to your pension actuarial needs. We craft a plan design and strategy specific to your needs and desired objectives.

A defined benefit plan:
Employers can generally contribute
(and, therefore, deduct) more than for
other types of plans.

Internal Revenue Service

Owners of small companies often find defined benefit pension plans to be the best vehicle for accumulating funds for retirement.

Defined Benefit Answer Book

Recent Blog Posts and Articles

Retroactive 401k Deferrals for Sole Proprietors

December 31, 2022

Defined Benefit Plans Overview

Need a plan illustration?

Discuss Pension Plan options with our actuaries.

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