Independent Actuaries, Inc.
The Art & Science of Retirement Plans
Independent Actuaries, Inc. (IAI) is the premier actuarial consulting firm in the Pacific Northwest. We provide customized plan design, valuation, administrative and consulting services to a wide array of clients, including small business owners, large corporations, and public sector employers. Whether you already have a retirement plan in place or you’d like to explore the possibility of adopting a new plan, we invite you to contact us today to see how IAI can help you and your business reach new heights.
Looking For A Form?
Did you know that you can access generic client forms on our website?
2019 Retirement Plan Limits
The IRS has announced the new retirement plan limits for 2019. Most limits increased from 2018 to 2019, and some stayed flat.
ShareFile Login Info
At the beginning of December, Citrix ShareFile expired the passwords for all account users. If you are unable to log in to ShareFile, you will likely need to reset your password.
What's on Your Xmas List?
Remember that a tax-qualified plan document needs to be prepared and signed by December 31 to allow for deductible 2018 contributions.