Consulting

We help employers choose the right retirement plan and plan features as well as aiding existing plan sponsors in making changes to accommodate the employer’s changing needs. Consulting services include new (and existing) plan studies that project the costs and benefits of a particular plan type based on an employer’s current or projected workforce and compensation package.

For employers with existing plans, we can review the plan and often suggest changes that will reduce the risk of costly operational or compliance failures and increase the plan’s value to the employer and employees.

Other consulting services include reviewing plan provisions during a merger, acquisition, or union negotiations.

Contact us today to speak to an experienced consultant to see if Independent Actuaries, Inc. can help you with your project.

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