Serving the needs of Plan Sponsors and their Advisors since 1978|
Whether you are a Plan Sponsor, or the advisor to a Plan Sponsor, Actuarial Consulting Services is uniquely qualified to serve your retirement plan needs. We are one of the few firms with both an actuary and an attorney on staff to handle virtually any situation. We are also one of the few TPA firms that do not offer any financial products. This means that our sole focus is on providing the highest quality TPA and related services to benefit you.
Plan Sponsors - From 401(k) to Defined Benefit to Strategic Multiple Plan Designs
Your company is unique - as are your goals for your retirement plan. We will discuss your needs and goals with you and will custom design a retirement plan for you. We then will provide you with administration services which enable your plan to be run in compliance with all regulations with a minimum of effort on your part. Our services include:
- Plan Design
- Plan Administration
- Compliance Consultation
- Audit Representation
Attorneys and Accountants
Our attorney and accountant partners choose Actuarial Consulting Services because of our commitment to keeping our clients' plans compliant with all IRS and DOL regulations. Keeping ahead of the ever-changing IRS and DOL regulations is a full time job -- and is our staff attorney's focus. Some of the services we offer are:
- Full TPA Services
- QDRO Preparation and Negotiation Strategy
- Plan Document Compliance Reviews
- Merger / Acquisition Evaluations
- IRS / DOL Audits
- Litigation Support
Is your current TPA competing with you? We do not market any retirement plan investment products to compete with you.
Instead, we work with you as a business development partner to help you grow your assets under management.
- Custom designed retirement plans to give you an advantage over the competition
- Comprehensive administration services
- Customer satisfaction - client retention over 98%
- Administration is designed to require little effort on your part
- Assistance in marketing
- Comprehensive proposals and consultations for prospective clients
To give each and every customer the level of service, assistance and respect that we would want for ourselves. Providing our customers with consultants who possess the expertise and internal dedication to customer service to facilitate this level of performance.
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