Independent Actuaries, Inc. (IAI) is a vibrant group of talented professionals committed to delivering incomparable service to our clients.  IAI understands business owners and their individual diverse requirements, so we 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 and 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.

ShareFile Login

Click here to access our ShareFile Client Login page.

This allows for secure file transfers. If you do not have an account, contact your consultant to set one up!

Social Media

Follow us on Facebook to receive updates on current pension trends.

Stay connected with us on LinkedIn.


Please submit your email to receive our newsletter.

Sign up for Pension Trends
Privacy Policy

2016 Qualified Plan Limits

The IRS has annouced 2016 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.