Our Story

Paul Engstrom, along with a dedicated group of consulting professionals, founded Independent Actuaries, Inc. in 1994 as a company that mirrors their values and beliefs. While Paul had high expectations of his employees, he also trusted them and believed in them. In a letter to his employees, Paul stated that “it doesn’t matter what you achieve, only how you achieve it. The ideals we set for how we choose to live, work, and deal with our fellow humans and our ability to live up to those ideals define who we are. If we live up to our ideals about how we pursue our goals, we have already achieved them.”

Ownership of the company was sold in 2005. All the current owners are employees, as is Paul. Even though the ownership has changed, threads of Paul’s values are still woven into the culture and vision of the company.


Follow us on Facebook


Join IAI’s LinkedIn Group

Our Presence

Located in Lake Oswego, OR, Independent Actuaries, Inc. has experience serving clients across the United States.



Our Vision

We are a group of talented people working together in a supportive community. Our vision is to build and foster trust with advisors and their clients by providing creative solutions to complex retirement and actuarial problems, responsive service, and accurate, reliable results.

We take great pride in a job well done and in the greatness of our company. We know we are unsurpassed at what we do. Individually, we are talented. Together, we are simply the best there is. Our vision is not simply words, but supported by our people and the service they provide each and every day.

Our Customer Service

We offer national firm caliber actuarial services with a local service approach. You will work directly with the consultant who works on your plan or project. This provides for the simplest and most direct communication of questions, results, and timeliness. Our success relies on our ongoing commitment to exceeding your expectations.

Our technical expertise is provided by 13 actuaries and consultants who offer incomparable customer service in a cooperative, organized process. Our consultants have a passion for their work which manifests in the quality of work they provide and the high level of service our clients receive.

Informational Downloads