ABOUT

Retirement Actuarial Services

Retirement Actuarial Services is a team of professionals who specialize in Qualified Retirement and Tax reduction planning. Our goal is to bring customized retirement planning and exceptional customer service to small business owners. We work and collaborate with your tax advisor to create a team that understands how to design, implement and maintain powerful strategies that big business’s use to create wealth.

Our firm host and provides continuing education to CPA’s every year to educate and update them on strategies that can significantly change the small business owner’s life and changes in regulation to Tax Qualified retirement planning.

Our Team

Our Actuarial team holds various Professional designations and are part of the American Society of Pension Professionals (ASPPA), and National Institute of Pension Actuaries (NIPA), the Joint Board for the Enrollment of Actuaries, members of the American Academy of Actuaries, & the Society of Pension Actuaries.

Stephen Arnold CRPS

FOUNDER/CEO

Stephen Arnold: is the Founder/CEO of Retirement Actuarial Services. As a CPA Team Based Consultant, he Provides ongoing education to CPAs on a wide range of topics and advanced tax reduction and retirement planning strategies. He holds a professional designation from the College of Financial Planning as a Chartered Retirement Plans Specialist, educated in the specific area of small business, design, implementation and maintenance of retirement plans. He holds a Series 65 Uniform Investment Advisor Law License and is a Registered Investment Advisory Representative with Brookstone Capital Management. Stephen has been in the financial services industry for 18 years and is a U.S. Marine. His favorite charity is ASPCA for Animals and Wounded Warriors.

Kathleen Bellucci, CRPS

PLAN DESIGN SPECIALIST

Kathleen Bellucci: is Co-Founder of Retirement Actuarial Services and a Plan Design Specialist. Kathleen has been in the financial services industry for 20 years. Kathleen brings a wide range of knowledge and expertise to the firm. She holds a professional designation as a Chartered Retirement Plans Specialist from the College of Financial Planning. Kathleen has served on the board of directors & volunteered for (NAIFA) National Association of Insurance and Financial Advisors, International Association of Working Mothers (TIAWM), Women’s Money National Council, Women of the Sterling Club, Women in Construction, & Henderson Chamber of Commerce. Kathleen is the former Women’s Money Blog Talk Radio Talk Show Host & Initial President of the 1st Local Chapter of TIAWM.

Zak Kenne, EA, MAAA, MSPA, QPA, QKA

ENROLLED ACTUARY

Zak Kenne: Is Co-Founder of Retirement Actuarial Services and began his career in 2006. He began to design plans by 2008, and now specializes in not only designing new plans, but altering current plan designs to be more effective and efficient. Zak is an Enrolled Actuary through the Joint Board for the Enrollment of Actuaries, a Member of the American Academy of Actuaries, a Member of the Society of Pension Actuaries as well as a Qualified Pension Administrator and Qualified 401(k) Administrator through the American Society of Pension Professionals and Actuaries.