Independent Actuaries, Inc.
The Art & Science of Retirement Plans
We have moved! Our new address is
Five Centerpointe Drive, Suite 520
Lake Oswego, OR 97035
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?
2022 Retirement Plan Limits
Visit our Retirement Plan Limits page to see limits for 2022 and earlier.
IRS Announces Compliance Program
On June 3rd, the IRS announced a pilot compliance program. Under the program the IRS will notify plan sponsors that their retirement plan may be selected for an upcoming examination.
Retirement Plan FAQs
Browse our FAQ section for information on Retirement Plan Basics, Traditional Defined Benefit Plans, Cash Balance Plans, Your Actuarial Valuation Report, and more.