Scott R. Mchenry

Scott R. Mchenry Email and Phone Number

We help Financial Advisors reduce taxes for high-net worth and high-income business owners through Modern Qualified Plan tax strategies including Cash Balance Plans & Retirement Tax Minimization Strategies @ McHenry Advisers, Inc.
Scott R. Mchenry's Location
New Albany, Ohio, United States, United States
Scott R. Mchenry's Contact Details

Scott R. Mchenry work email

Scott R. Mchenry personal email

n/a
About Scott R. Mchenry

Actuary with extensive experience in designing and managing effective qualified plan tax strategies for high income and high net worth business owners.Specialties: •Reducing Current Income Tax through Modern Qualified Plan Design including Cash Balance Retirement Plans. •Reducing Retirement Tax on accumulated retirement assets through Retirement Tax Minimization Strategies to reposition assets into a tax-free structure.•Actuarial and Plan Administration Services for Qualified Retirement Plans

Scott R. Mchenry's Current Company Details
McHenry Advisers, Inc.

Mchenry Advisers, Inc.

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We help Financial Advisors reduce taxes for high-net worth and high-income business owners through Modern Qualified Plan tax strategies including Cash Balance Plans & Retirement Tax Minimization Strategies
Scott R. Mchenry Work Experience Details
  • Mchenry Advisers, Inc.
    Founder And Chief Actuary
    Mchenry Advisers, Inc. Feb 2006 - Present
    New Albany, Ohio, Us
    McHenry Advisers provides actuarial and retirement plan administration services for Pension Professionals, Financial Advisors, Plan Sponsors, and CPAs.We provide Modern Qualified Plan Strategies including Cash Balance Plans and Retirement Tax Minimization Strategies to reduce current and future taxes.We currently provide Actuarial and Plan Administration Services to over 2,000 qualified retirement plan sponsors located in 50 states.
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  • Moskal Gross Orchosky
    Enrolled Actuary And Pension Consultant
    Moskal Gross Orchosky Jul 1996 - Feb 2006
    • Enrolled Actuary for qualified retirement plans.• Business Development through advanced retirement plan design.• Pension technical and compliance resource for consultants, actuaries and investment advisors.• Developing asset allocation approach using Stochastic Simulation to consider impact of asset allocation on minimum funding requirements, maximum deductible contribution limits, maximum lump sum limits, and plan termination funding status of particular Cash Balance and traditional Defined Benefit Pension Plans.
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Scott R. Mchenry Skills

Defined Benefit Pensions Retirement Qualified Retirement Plans Pension Administration 401k Cash Balance Actuarial Science Retirement Plan Consulting Erisa Profit Sharing Investments Retirement Planning Defined Contribution Employee Benefits Actuarial Enrolled Actuary Asset Allocation Monte Carlo Simulation Life Insurance

Scott R. Mchenry Education Details

  • Miami University
    Miami University
    Accountancy

Frequently Asked Questions about Scott R. Mchenry

What company does Scott R. Mchenry work for?

Scott R. Mchenry works for Mchenry Advisers, Inc.

What is Scott R. Mchenry's role at the current company?

Scott R. Mchenry's current role is We help Financial Advisors reduce taxes for high-net worth and high-income business owners through Modern Qualified Plan tax strategies including Cash Balance Plans & Retirement Tax Minimization Strategies.

What is Scott R. Mchenry's email address?

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What is Scott R. Mchenry's direct phone number?

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What schools did Scott R. Mchenry attend?

Scott R. Mchenry attended Miami University.

What skills is Scott R. Mchenry known for?

Scott R. Mchenry has skills like Defined Benefit, Pensions, Retirement, Qualified Retirement Plans, Pension Administration, 401k, Cash Balance, Actuarial Science, Retirement Plan Consulting, Erisa, Profit Sharing, Investments.

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