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?
2021 Retirement Plan Limits
The IRS has announced retirement plan limits for 2021. Most limits stayed flat, but a few increased from 2020 to 2021.
SECURE Act and 5500 Filings
The SECURE Act extended the adoption deadline for new plans, but what about the IRS Form 5500 series filing??
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.