Independent Actuaries, Inc. is hosting an Open House!

On Thursday, April 24th from 4:30PM – 6:30PM, we will be hosting an Open House at our new office location:

4500 Kruse Way, Suite 200
Lake Oswego, Oregon 97035

To RSVP, visit our Contact Us page and send us an email with your name and the number of people attending!

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.


Independent Actuaries is respectful of our existing client relationships and places us in a position where we are viewed as the star in our client’s eyes. — Eric J. Wikstrom, CPA, JD, Director Tax Advisory Group, Brighton Jones, LLC

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2014 Qualified Plan Limits

The IRS has annouced 2014 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.