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Founder and owner, Bessen Actuarial Services, Inc. - As an Enrolled Actuary, I specialize in the design and administration of Defined Benefit pension plans for small-businesses.  I’ve helped over 400 small-business owners, in over half of the States, establish & grow nest eggs on a tax-preferred basis - many of whom did not have the opportunity to save for their retirement earlier in their careers.

Highlights:

  • Coordinate efforts of business owners, financial advisors, and accountants,
    to maximize retirement savings
  • Design each pension plan with maximum flexibility, to accommodate changes
    in a client’s funding objectives
  • Optimize the use of Defined Benefit Plans to provide for maximized tax-deductible
    pension contributions

Credentials:

Enrolled Actuary, Joint Board for the Enrollment of Actuaries - 1989
Associate, Society of Actuaries - 1985

Member, American Society of Pension Professionals & Actuaries
Member, College of Pension Actuaries

  • Founded Enterprise Pensions in 1998.
  • Married with 3 adult children, I also help run a non-profit that sends inner-city
    kids to summer camp.