Let's Talk Tax Strategy
for Your Business
Whether you're a high-income business owner, CPA, or financial advisor, our team is ready to model your situation and show you whether the Designer DB Plus® framework is the right fit — and what the numbers could look like.
Income $300K+ Business Owner or Professional CPA & Advisor Friendly Respond Within 1 Business Day
Send Us a Message
Tell us about your income level, business type, and any existing retirement plans. We'll review your situation and determine whether the Designer DB Plus® approach appears appropriate — with directional numbers, not just theory.
Enrolled Actuarial Expertise
Our team includes an Enrolled Actuary (EA, MAAA, MSPA, QPA, QKA) providing compliant, rigorous plan design and annual valuations.
Dedicated Team Members
Stephen Arnold, Kathleen Arnold, Zak Kenne, and Jianni Bellucci support every stage from first conversation through annual administration.
Potential Annual Contribution
Depending on age and compensation, owners may contribute up to $1M+ annually through the Designer DB Plus® layered framework.
What clients & advisors say
Stephen and Kathleen at Retirement Actuarial Services have been amazing to work with. I highly recommend them for anyone looking to maximize their wealth.
Implementing Designer DB Plus for my small business clients has yielded tremendous tax savings — ranging from hundreds of thousands to almost a million dollars in some cases.
The RAS team has been instrumental in developing a plan that helped maximize retirement savings for both owners and employees.
Meet the team behind the strategy
Founder · CEO · Author
Stephen Arnold, CRPS
Leads the strategic vision, public education, and market-facing positioning behind Designer DB Plus®.
Partner · Co-Author
Kathleen Arnold, CRPS
Supports owner and advisor conversations with plan design insight, communication, and co-authored strategy education.
Co-Founder · Enrolled Actuary
Zak Kenne
EA, MAAA, MSPA, QPA, QKA — provides technical actuarial depth, plan qualification expertise, and implementation support.
Administrative · Support
Jianni Bellucci
Keeps communication, coordination, and client support moving smoothly across the planning and onboarding process.
