Experienced, caring, hands-on, thorough and client-focused…
JC Actuarial Benefit Consultants, Inc. helps clients across the commercial and professional spectrum mitigate tax burdens and build strong retirement strategies.

Manufacturing company profit sharing plan

Case Study 1: Manufacturing Company

Custom profit sharing solution maximizes owner contributions and defers substantial tax liability

Vehicle: Profit Sharing Plan

Challenge: Recently, three owners of a small manufacturing company were looking for the proper way to reduce their taxes, save for retirement, and provide a meaningful benefit to a specific group of employees.

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Medical Group Profit Sharing Plan and Cash Balance Plan

Case Study 2: Medical Group

Custom solution yields healthy prospects for retirement planning.

Vehicles: Profit Sharing Plan and Cash Balance Plan

Challenge: The owners of a small medical practice sought to amend an existing profit sharing plan so that they could maximize their annual contributions without incurring a corresponding percentage increase in employee contributions.

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Law Firm Safe-Harbor 401(k)/Profit Sharing Plan and Defined Benefit Plan

Case Study 3: Law Firm

Strategy + execution = max. tax savings today and tomorrow.

Vehicles: Safe-Harbor 401(k)/Profit Sharing Plan and Defined Benefit Plan

Challenge: The partners at a mid-size law firm realized that their existing 401(k) plan didn’t allow them to maximize their own annual contributions because their employees were not contributing an adequate percentage to the plan.

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Defined Benefit Plan and 401(k) Profit Sharing Plan for Self-Employed Solo Practitioner

Case Study 4: Self-Employed Solo Practitioner

Maximized deduction yields significant tax deferment.

Vehicles: Defined Benefit Plan and 401(k) Profit Sharing Plan

Challenge: Our client, a professional solo practitioner, earned an annual salary in excess of $500,000 and contributed $54,000 each year to his existing Simplified Employee Pension plan (SEP). However, the client’s accountant believed that the SEP did not provide the client with the greatest possible tax savings.

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