Kason McArthur, EA, APA
Aldrich Retirement Solutions LP
- Cash Balance Plan administration
- Traditional Defined Benefit Plan administration
- Defined Contribution Plan administration
- Non-discrimination testing of aggregated DC and DB plans
- Plan design for all plan types
With more than a decade in the retirement plan field, Kason McArthur’s expertise includes traditional defined benefit, cash balance, 412(e)(3) fully insured, 401(k), profit sharing, money purchase and “combination” cash balance/401(k) profit sharing plans.
Kason started his career as an analyst working on large defined benefit, non-qualified and health and welfare plans in Milwaukee, Wisconsin. He also served as an intern for a large employee benefits company’s Paris office, working in the international department. Most of Kason’s experience is with the design, administration and actuarial certification of smaller defined benefit and cash balance pension plans ranging in size from one participant to 600 participants.
Kason graduated from Brigham Young University with a major in actuarial science and a minor in mathematics. He is an Enrolled Actuary with the ability to certify the required government forms for defined benefit and cash balance plans. Kason has also earned his APA designation from NIPA and is a member of ACOPA.