Sharmila specializes in helping business owners achieve their personal retirement savings goals by leveraging all available deductions through their company retirement plans. She simplifies the complexity of managing cash balances to keep staff costs low and uses her extensive plan design experience to provide effective strategies that enhance plan value in both favorable and challenging economic conditions.

Few TPA firms have an enrolled actuary on staff. Sharmila’s strategic insights and careful preparation of actuarial schedules for timely tax filings have contributed to the retirement readiness of thousands of clients and their employees.