Experienced Retirement Plan Actuarial Services
P4 Actuarial Services has expertise in administering cash balance and defined benefit plans for small business owners and third-party administrators.
Team members
Experienced Professional
Joseph has been specializing in small business retirement plans since 2009. He earned his enrollment with the Joint Board in 2012.
Before embarking on his career in the retirement industry he taught high school math for 6 years. He has the heart of a teacher.
In his spare time, he enjoys time with family, hiking, mountain biking, and lacrosse.
Services
P4 Actuarial Services, PLLC provides full-service administration and actuarial services for cash balance, defined benefit, and other retirement plans for small businesses (under 100 participants).
P4 Actuarial Services works directly with you to ensure smooth operation of your plan administration. The goal is to make it as easy for you as possible.
If you already have a 401(k) plan and you are happy with your provider, there's a good chance P4 Actuarial Services can work with that provider to add a cash balance plan and increase the amount of your retirement savings.
If you are a third-party administrator of 401(k)/Profit Sharing Plans, let P4 partner with you to see if some of your clients could benefit from the addition of a cash balance plan.
Frequently asked questions
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