ABOUT

MB Actuarial Services

​MBAS Is Partnered With

20+

Third Party Administrators


MBAS Services Over
700
Defined Benefit Plans

MB Actuarial Services (MBAS) specializes in defined benefit plans, partnering with small plan Third Party Administrators to help them deliver advanced retirement plan solutions to their clients. Our expert team of retirement plan professionals and actuaries prides itself on identifying opportunities and developing innovative tax-efficient recommendations that help the clients of our TPA partners succeed, favorably impact their bottom line, control risks, manage their compliance, and enhance the value of their benefits among plan participants.

The clients of our TPA partners typically range in size from small plans with one or two participants to those under 100 lives. Although their retirement plan objectives vary, a few goals unfailingly top their lists:

  • Reduce their tax burden with a well designed tax-efficient qualified plan
  • Defer compensation for principals and other key executives to maximize retirement savings
  • Help attract and retain top talent with a compelling retirement plan


The actuarial services we provide to our TPA partners include:

  • Safe Harbor and non‐Safe Harbor defined benefit plan design, including cash balance plans
  • DB/DC combination plan designs
  • Annual cost computations (minimum required contribution, maximum deductible contribution, recommended contribution calculations)
  • ERISA funding compliance (i.e. actuarial valuation, AFTAP certification, etc)
  • Non‐discrimination and compliance testing
  • Preparation of Schedule SB
  • IRS & PBGC submission‐related work
  • Participant benefit calculations, including required minimum distributions
  • Plan amendment, takeover and termination‐related work


We welcome your interest, and invite you to contact us for more information about how MB Actuarial Services can partner with you.