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.

Testimonial

IAI is a wonderful organization of professionals that are easy to work with. They deliver what they promise, when they promise it, and always provide value to our clients. — 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.

Announcement

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.