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, American Society of Enrolled Actuaries

• Founded Bessen Actuarial Services in 2010.
• Married with 3 adult children, I also founded and lead a non-profit that helps first-generation college graduates transition to professional life.