Partnerships

Karel-Gordon & Associates works with other Third Party Administration (TPA) firms to provide actuarial services to TPA firms that focus on Defined Contribution Plans. Our goal is to help other TPA firms with the ability to offer Cash Balance and traditional Defined Benefit Plans to their clients, without the added staffing that is required to do so.

Why outsourcing the actuarial function might make sense for your firm:

• Expand your service offerings to your clients with the ability to offer access to the fast-growing Cash Balance Plan marketplace.
• You continue to service the client, administer the Plan, and Karel-Gordon does the actuarial work required for the Cash Balance or Defined Benefit plan. To your client, the process is seamless.
• Karel-Gordon & Associates will provide your firm education and training on how to most efficiently identify Cash Balance and Defined Benefit Plan opportunities.
• Karel-Gordon & Associates will provide support during the sales process of the Cash Balance or Defined Benefit Plan to help answer questions and create plan proposals.
• A partnership with Karel-Gordon & Associates gives you access to the experience and knowledge required to properly design and administer Defined Benefit and Cash Balance Plans. We have three actuaries on staff with a combined 80 years of experience and have been designing and administering Defined Benefit and Cash Balance Plans for 37 years.

If you are interested in learning more, please call Seth Silverman at 847-564-5655