Company Overview: Client Focused Actuarial & Pension Plan Consulting

Cash Balance Actuaries, LLC specializes in the design and administration of small to medium sized Defined Benefit Plans including Cash Balance Plans. Our mission is to provide well-structured retirement plans to all profitable businesses around the country and to be the first choice of employment for the best and brightest actuaries and consultants.

The defining characteristic of Cash Balance Actuaries, LLC will be the high quality of employees who provide the best service to our clients. And it all starts at the top with founder and owner Charlie Steingas, EA, MSPA, MAAA. He possesses a unique ability to communicate complex technical issues to clients in a simple, easy-to-understand way. Clients who understand their pension plans are much more likely to appreciate them and value the consulting advice provided by the actuarial firm which leads to referrals down the road. The long-term key to our success is the ability to attract, train, and retain the best employees.

Along with the best employees we seek to partner with the best clients from around the country. Everything is done online whenever possible so we help our clients minimize the paper required to sponsor a plan. We pride ourselves on being available to answer our clients' questions with accurate and creative solutions all while making sure the plan still meets their needs of being easy to understand and administer.