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.
April 29, 2013
From Math Student to Actuary
March 13, 2013
Retirement Inspiration From Your Future Self
January 8, 2013
Bundled Service Providers, Investment Fees and 401k Account Balances
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.
The IRS has annouced 2013 cost-of-living adjustments to qualified pension plan limits. Click here to view these limits with a five year historical comparison.
The Department of Labor has issued regulations requiring annual and quarterly disclosures to all plan participants who may direct the investments of their individual defined contribution plan accounts. To view a summary of these regulations, click here.