Niche Market Focus Consulting Actuarial Group specializes in third-party administration and actuarial services for employee benefit plans, presenting targeted opportunities to expand within small to mid-sized organizations seeking tailored 401(k) and pension solutions.

Technological Capabilities Utilizing Microsoft-based infrastructure like Microsoft 365 and ASP.NET, the company demonstrates modern technological adoption, which can be leveraged to offer advanced digital tools and efficient service enhancements to potential clients.

Size & Growth Potential With a small team of 2-10 employees generating between 1 million to 10 million dollars in revenue, there is room for growth through strategic marketing and service differentiation to attract larger businesses or expand existing client relationships.

Industry Alignment Positioned within the human resources services sector alongside large firms, CAG can position itself as a personalized, flexible alternative for clients who prefer boutique service providers with specialized actuarial expertise.

Market Differentiation By combining common-sense advice with technical actuarial solutions, CAG can appeal to cost-conscious organizations seeking practical, creative benefit administration options, thus opening avenues for upselling additional consulting or plan optimization services.