Independent Actuaries, Inc. (IAI) is a vibrant group of talented professionals committed to delivering incomparable service to our clients. We understand business owners and their diverse requirements and are dedicated to designing the best plan to fit your specific retirement needs.
WE INVITE YOU TO EXPERIENCE IAI’S CUSTOMIZED DIFFERENCE
by contacting us today to set up a meeting with one of our consultants.
We look forward to working with you.
Did You Know?
Did you know that you can access generic client forms on our website?
Click here for easy download of our annual data request forms, including 1099-R requests.
I am a practicing CPA and have utilized the services provided by Independent Actuaries, Inc. over a period of years —
and for a variety of plans. Jan Mansheim, QPA who is with Independent Actuaries, Inc. has provided me with outstanding support during my association with the firm.
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