Alex Nahoum, EA, FCA, MAAA is an Enrolled Actuary at Danziger & Markhoff LLP. His primary focus is the design and implementation of qualified retirement plans for closely held and mid-size businesses. Alex works seamlessly alongside his clients' tax and financial advisors to ensure that the proposed plan is the best design for their client's needs.
Alex also has extensive experience in the annual administration of defined contribution and defined benefit plans (both traditional and cash balance). This includes annual compliance testing, minimum and maximum funding calculations, employee benefit distribution calculations and annual reporting to the Department of Labor, Internal Revenue Service and Pension Benefit Guarantee Corporation.
Alex understands that the tax code is ever-changing, and continues to monitor each plan past the initial design stages to ensure that no potential improvement is overlooked.
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