ARTHUR B. KAGAN 
F.S.A., E.A.


Consulting Actuary
A|K Actuarial & Pension Services
&

Regional VP Sales & Consulting
Economic Group Pension Services


818-414-4130
arthurbkagan@yahoo.com
www.akactuary.com

---------------------------------------------
 
 PLAN SERVICES:
Pension • Profit Sharing • 401K
403b • Cash Balance • DB/DC Combo
Plan Design • Compliance • Actuarial

OTHER SERVICES:
Attorney Support Services • Expert Witness

Divorce • Personal Injury • Estate Values
Executive Plans • Retirement Boards

 

ABOUT ART

----•----

Arthur Kagan is one of the most qualified and experienced actuaries and pension plan consultants in the retirement plan industry.  In his 40+ year career he has helped thousands of plan sponsors, of all size companies, with the management of their retirement plans and plan designs.

For 26 years Art had his own Third Party Administration (TPA) firm, The Kagan Company.   The firm served 650 retirement plans, employed 4 actuaries and 7 plan administrators, and had two offices.  Art sold his firm in 2016 and formed a new company, A|K Actuarial and Pension Services.  The primary focus is to provide advisory and expert witness services to attorneys and other advisors on actuarial, pension plans, ERISA, executive plans, divorce, estate values and personal injury issues.  He also provides advisory services to Retirement Boards.  

In 2021 Art was excited to also partner with Economic Group Pension Services (EGPS) to provide sales and consulting services.  EGPS is a national actuarial and TPA firm servicing over 5,000 retirement plans and employs 8 actuaries.

Art's experience ranges from actuarial, creative plan design, plan documents, employee communications, plan funding, actuarial assumptions, plan administration, plan termination, plan tax filing, retirement plan studies, pension law compliance, cash balance pension, defined benefit pension, 401(K), profit sharing and combined plans, ESOPs, life insurance in qualified plans, annuities, executive benefits, audits and QDROs.

Art has authored various articles in pension industry publications and has spoken to various groups on pension plan topics.  He also advises Retirement Plan Committees & Boards on Pension issues. 

 
 
SERVICES

Pension Services

Plan Administration
Actuarial Certifications
Document Preparation & Review
Government Audits
Government Filings
Law Updates
Employee Communications
Plan Terminations
Executive Plans



 

Consulting Services

Creative Plan Design: New plans
and existing plan updates

Correction programs for plan compliance
Maximize tax deductions
Employee issues
Marital Dissolution issues
Overfunded Pension Plans
Plan investment issues
Record keeping services & fees



 

Expert Witness Services

Attorney Support
Litigation
Mediation
Arbitration
Dispute Resolution


Servicing:
All types of retirement plans
Actuarial issues

Life Expectancy and present value calculations for loss of income, personal injury, wrongful termination, and death

Marital dissolution pension calculations QDRO draft and review

Life Estate and Remainder Trust Values

 
CAREER HISTORY
QUALIFICATIONS

FSA

Fellow, Society of Actuaries, Exam Committee, Program Committee

 

EA

Enrolled Actuary: Joint Board of Enrollment of Actuaries

 

FCA

Fellow Conference of Actuaries in Public Practice 

Board of Directors, Program Committee Chairman, Small Plans Committee, Continuing Education Committee

MAAA

Member, American Academy of Actuaries

 

APA

Accredited Pension Administrator, National Institute of Pension Administrators (NIPA)

Board of Directors, Annual Conference Program Chairman

 

ASPPA

Member - American Society of Pension Professionals and Actuaries

Western Pension Conference: Intl. Association of Consulting Actuaries, Los Angeles Actuarial Club,

National Association of Forensic Economists                

CFP

Certified Financial Planner (inactive)

 

LICENSES

Life Health and Annuity Agent (CA), FINRA: Securities Representative for Series 7 & 63 (inactive)

 

EDUCATION

Rutgers University, B. A. Mathematics. Board Member of Rutgers Southern California Club

CAREER HISTORY

2021 - Present

Economic Group Pension Services (EGPS) - Encino, CA

Regional Vice President Sales and Consulting 

------•------

        

2017 - Present

A | K Actuarial and Pension Services - Woodland Hills, CA

President 

------•------

  

1990 - 2016

The Kagan Company - Woodland Hills + Palm Desert, CA

President 

------•------

    

1983 -1990

The Morton Company - Woodland Hills, CA

President

------•------

       

1981 - 1983

Howard Johnson Company - Los Angeles, CA

Consulting Actuary

------•------

     

1975 -1981

Olanie, Hurst & Hemrich - Los Angeles, CA

Principal / Head of Marketing

------•------

      

1971 - 1975

Alexander & Alexander - Los Angeles, CA

Western Region, Head Actuary

------•------

      

1967-1971

Alexander & Alexander - New York, NY

Consulting Actuary 

 

CONTACT
QUALIFICATIONS
 
 

THANK YOU!

ARTHUR B. KAGAN, F.S.A., E.A.

A|K Actuarial & Pension Services
Economic Group Pension Services


818-414-4130
arthurbkagan@yahoo.com

www.akactuary.com