Independent Actuaries Blog Author: Kristen Meredith

We’ve Got Videos!

Did you know that we now make informational videos about retirement plans and related topics? This is part of our efforts to expand our Client Resources and General Resources, and make sure our clients and referral sources have the information … Continue reading

We’re Presenting!

This week, consultants from Independent Actuaries, Inc. (IAI) are presenting at the Employee Benefits Conference for the Oregon Society of Certified Public Accountants. As experts in retirement plan design and administration, we are excited to be presenting valuable information to … Continue reading

Welcome To Our Updated Website!

Welcome to Independent Actuaries, Inc.’s updated website! We have made a few changes to make it easier to navigate our site, and have also added new content and functionality: The site is now mobile optimized. If our site is viewed … Continue reading

New Retirement Benefit Obligation Impacting Oregon Public Employers

Recent changes in actuarial standards are going to result in significant new benefit obligations for hundreds of Oregon public employers, beginning with 2016 fiscal year end reporting. Known as an “implicit rate subsidy”, this is a benefit that all Oregon … Continue reading

Utilizing a Defined Benefit Plan in Business Transitions

In August, Karen Dunn, co-owner of Independent Actuaries, Inc., presented information on Utilizing a Defined Benefit Plan in Business Transitions. Several clients and colleagues attended the presentation which covered several topics, including: A general overview of Defined Contribution vs. Defined … Continue reading

Answers to Your Frequently Asked Questions

Have you ever wondered what a required minimum distribution (RMD) is? Or how a pension deduction works for a sole proprietor? Independent Actuaries, Inc. has added a Frequently Asked Questions (FAQ) page to our website that answers some of the … Continue reading

Independent Actuaries, Inc. Receives 2012 Alfred P. Sloan Award

I am a member of the “Me” generation (also known as the Millennials). According to this Wall Street Journal article, my generation is “often criticized as spoiled, impatient, and most of all, entitled.” I will agree with most of that. One of the … Continue reading

Steve Diess on Financial Focus Radio

Steve Diess on Financial Focus Radio Steve Diess, president of Independent Actuaries, Inc. talks about retirement with Troy and Tyler of Financial Focus Radio. Click on the links below to listen to the broadcast. Financial Focus Radio, Segment 1 Financial … Continue reading