About Actuaries and associates
Actuaries and Associates: Your Trusted Third Party Administrator for Retirement Plans
Actuaries and Associates is a leading Third Party Administrator (TPA) that provides a wide array of services to employers who sponsor retirement plans for their employees. With years of experience in the industry, we have established ourselves as a trusted partner for businesses of all sizes, from small startups to large corporations.
Our team of highly skilled professionals includes actuaries, attorneys, accountants, and other experts who are dedicated to providing exceptional service to our clients. We specialize in servicing qualified retirement plans, as well as nonqualified plans, from the most basic to the most complex.
At Actuaries and Associates, we understand that every business has unique needs when it comes to retirement planning. That's why we offer customized solutions tailored specifically to your company's goals and objectives. Whether you're looking for help with plan design or administration, compliance testing or reporting requirements - we've got you covered.
Our comprehensive range of services includes:
Plan Design: Our team will work with you to design a plan that meets your specific needs while maximizing tax benefits and minimizing costs.
Administration: We handle all aspects of plan administration including recordkeeping, participant communications, distributions and loans.
Compliance Testing: We perform annual testing required by law such as coverage testing (ADP/ACP), top-heavy testing (THCP), nondiscrimination testing (401(k)/401(m)), etc.
Reporting Requirements: We prepare all necessary reports required by law such as Form 5500 series filings including schedules A,B,C,D,E,F,G,H,I,J,L,M,N,P,R,S,T,U,V,W,X,Y,Z; Summary Annual Reports; Participant Statements; etc
We also provide consulting services on various topics related to employee benefits such as mergers & acquisitions due diligence support; benefit plan audits; fiduciary reviews & assessments; etc
At Actuaries and Associates our goal is simple - To provide exceptional service at an affordable price while helping our clients achieve their retirement goals. Our commitment is reflected in everything we do - from our personalized approach to client service through our use of cutting-edge technology designed specifically for TPAs like us.
So if you're looking for a trusted partner who can help you navigate the complex world of retirement planning - look no further than Actuaries and Associates! Contact us today to learn more about how we can help your business succeed!