Sage Pension Resources

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2215 Sanders Rd Ste 107
Northbrook, IL 60062

Sage Pension Resources, founded in 2008 by Mike F. Morhun, specializes in the actuarial design and administration of employer-sponsored pension plans. The firm provides expert advice on ERISA-required cash contributions, financial statement pension accounting treatments, and assists clients with future plan liability projections, plan freezes, and terminations.

With a particular emphasis on the design of Cash Balance Pension Plans, Sage Pension Resources works closely with 401(k) plans for professional groups such as physicians. The company also supports clients in corporate transactions, including pre-close due diligence and post-close benefit plan assimilation and integration.

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