Often, a benefit plan can be used as a component of succession planning.
Professional firms of all sizes.
Older business owners who have delayed saving for retirement.
"Julia is the actuary for several of the pension plans sponsored by my clients. I highly recommend her for entrepreneurial companies with small pension plans to do the actuarial work and the administration of small plans. In addition, she is bilingual which can be very useful. And if you thought actuaries were hard to understand in English, try Russian."
Gary Zwick, Owner, ERISA Attorney
Walter & Haverfield LLP