Independent Actuaries, Inc.

Independent Actuaries, Inc. We are the largest locally owned actuarial consulting firm in the Pacific Northwest, with credentialed actuaries and credentialed consultants.

IAI is an actuarial consulting firm in the Pacific NW providing plan design, valuation, administrative & consulting services to a wide array of clients, including small business owners, large corporations, & public sector employers. As actuaries and consultants, our training enables us to deal with a variety of complex business applications involving uncertain future events and the time value of m

oney. We specialize in consulting and administrative services for retirement plans. Our unique advantages are our independence, skills, depth of experience, accessibility and our commitment to exceeding your expectations. Our actuaries and consultants come from a variety of backgrounds. If you are looking for services not listed, please contact us. If we can’t help you, we can point you in the right direction.

Problems can arise after a plan has been adopted when ownership changes unintentionally impact the retirement plan.
04/08/2022

Problems can arise after a plan has been adopted when ownership changes unintentionally impact the retirement plan.

The IRS requires that certain sets of employers be treated as a single employer for retirement plan purposes. When establishing a new retirement plan, there are questions that help determine the feasibility of a plan and what provisions to include. Problems can arise after the plan has been adopted....

The IRS has announced the new retirement plan limits for 2022. A few limits stayed flat, but most increased from 2021 to...
11/04/2021

The IRS has announced the new retirement plan limits for 2022. A few limits stayed flat, but most increased from 2021 to 2022. Visit our website for more details.

The IRS has announced the new retirement plan limits for 2022. A few limits stayed flat, but most increased from 2021 to 2022. Highlights include:

Did you know IAI has a blog? Check our website regularly to see new blogs filled with useful information.
09/29/2021

Did you know IAI has a blog? Check our website regularly to see new blogs filled with useful information.

The SECURE Act extended the adoption deadline for new plans, but what about the IRS Form 5500 series filing?? For the first time, current law allows the adoption of a qualified plan after the end of the plan year. The … Continue reading →

Let Kerry tell you about the differences between Defined Benefit (DB) and Defined Contribution (DC) retirement plans.
09/27/2021

Let Kerry tell you about the differences between Defined Benefit (DB) and Defined Contribution (DC) retirement plans.

The differences between Defined Benefit (DB) and Defined Contribution (DC) Plans

09/24/2021
Ever wonder who all the fantastic people are that make up IAI? Check out the "Our Team" page on our website to get to kn...
09/22/2021

Ever wonder who all the fantastic people are that make up IAI? Check out the "Our Team" page on our website to get to know more about us.

Our actuaries average 19 years of experience and our consultants average 16 years of experience. We each bring a distinct area of expertise to the table and together we have a deep knowledge base. We have strong relationships with our clients, some of which we have worked with for 20 years. Explore....

Many small business owners think of their business as their retirement "plan". Why not use an actual qualified retiremen...
09/20/2021

Many small business owners think of their business as their retirement "plan". Why not use an actual qualified retirement plan with all of its tax advantages to accomplish this same thing?

Many small business owners think of their business as their retirement “plan”. Why not use an actual qualified retirement plan with all of its tax advantages...

Have you ever wondered what an actuary actually is? The Society of Actuaries tries to explain.
09/15/2021

Have you ever wondered what an actuary actually is? The Society of Actuaries tries to explain.

Actuaries are highly sought-after professionals who develop and communicate solutions for complex financial issues. Read to learn more.

Check out an abridged version of our presentation "Defined Benefit Plans for Small Businesses".Want the full, live versi...
09/13/2021

Check out an abridged version of our presentation "Defined Benefit Plans for Small Businesses".

Want the full, live version? Contact us about having one of our consultants present to your company.

A Defined Benefit Plan (DB Plan) is a unique but often underutilized solution for a number of challenges affecting closely-held business owners. In this pres...

Back in 2019, Independent Actuaries, Inc. hosted a happy hour/presentation at Breakside Brewery in PDX. Check out the pr...
09/08/2021

Back in 2019, Independent Actuaries, Inc. hosted a happy hour/presentation at Breakside Brewery in PDX. Check out the presentation on our website.

Even though we can't get together again in person quite yet, we still are available for virtual webinars. Contact us if you're interested in more information!

Retirement plan consultants at Independent Actuaries, Inc. frequently present information about finding the right retirement plan solution for your client. For this special presentation, they delve into the ingredients needed to satisfy every client’s thirst.

Address

5 Centerpointe Drive, Suite 520
Lake Oswego, OR
97035

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15035200848

Website

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