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Looking to Buy DB Plan Servicing from Actuary

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Our situation is a little unique. Our DB plan business is growing and we are looking for another actuary who can provide SBs, etc. We have done a good job on the servicing side, so we would like to take over the plan servicing while still having the actuary do the back end work. The actuary would also receive add'l work thanks to our DB plan growth.

Is this type of transaction realistic? It is a great chance for an actuary looking to get out of the client servicing side and just focus on the actuary work.

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We provide back room actuarial services to over half a dozen TPAs that don't have enrolled actuaries. We have several levels of service from certification only ti complete valuation and government reporting. We have 3 enrolled actuaries which each have over 10 years of experience. If you would like to discuss how our firms could work together to service your growing defined benefit business, please let me know a good time to contact you.

Steve J Persons, MAAA, MSEA

Creative Benefit Strategies, Inc.


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