Independent Actuaries Blog Author: David Craft

Beneficiary Designations: Whose Responsibility is it?

When it comes to Retirement Plans it can sometimes be confusing who does what and whether the responsibility falls on the Employer/ Plan Sponsor, third party administrator (TPA), recordkeeper or the participant. When it comes to beneficiary designations most plan … Continue reading

IAI Retirement Calculator

Have you noticed our online retirement calculator? The Independent Actuaries, Inc. retirement calculator has a chart that projects your personal savings and retirement account separately and another one showing your projected income and expenses as you move into retirement. You … Continue reading

The Importance of Peer Review

Did you know that all of the reports produced at IAI are peer reviewed? Here are some benefits of peer reviewed work: Acts in the interests of the client Continuous improvement in the quality of our products Products are completed with … Continue reading

Is it Better to Take Monthly Pension Payments or a Lump Sum?

The decision to take a monthly pension payment at retirement or to receive a one-time lump sum after departing your company depends on a number of variables. Upon quick review, taking the lump sum can provide you with more flexibility whereas … Continue reading