Independent Actuaries, Inc.
The Art & Science of Retirement Plans
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.
HCEs- Who Are They?
The determination of HCEs (Highly Compensated employees) is critical in the administration of tax-qualified retirement plans, since those plans are subject to various nondiscrimination testing rules.
Pension Trends Newsletter
Retirement Plan Documents Aren’t Chiseled in Stone
Potential clients of ours who are owners of small-ish businesses are sometimes hesitant to “pull the trigger” on adopting a new retirement plan, due to uncertainties about the future of their business. They’ll ask, “Business was good this year, and I’d love to be able to take a big tax-deductible contribution, but what if things dry up next year?”
Annual Plan Limits
Plan limits for years 2022-2026
