Independent Actuaries

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.

Did You Know?

Did you know that cash balance plans may be a good fit for your company? 

Read our pension trends news article How to Accommodate Differing Partner Retirement Savings Goals for more information.

Testimonial

IAI consistently provides excellent customer service in a prompt and professional manner. They are highly knowledgeable regarding pension regulations and requirements and possess the ability to answer legal questions in language that is clear and understandable. — Acumentra Health

Client Forms

Our clients can access some general forms directly on our website.  Check out the forms that are available.

Go to Client Forms page.

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Announcement

The Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for Tax Year 2012. In general, many of the pension plan limitations will change for 2012. To view these changes, click here.

GASB Reporting for Public Plans

The Governmental Accounting Standards Board (GASB) currently has three published statements (25, 26 and 27) pertaining to the financial accounting and reporting of Pension Benefits, and two published statements (43 and 45) pertaining to – click here to read the full article.