Actuaries and Associates is a “Third Party Administrator” (TPA), providing administrative services for qualified and non-qualified retirement plans. A commitment to serving Texas employers is evident in the establishment of offices in Amarillo and El Paso.
Our services include consultation, plan design, document preparation, valuation and record keeping services, nondiscrimination testing, and preparation of governmental reporting forms.
Our personnel have decades of experience within the retirement plan industry. We focus on building strong relationships with employers, but also with the investment advisors, attorneys, CPA’s and other professionals that service the employer’s plan.
We service clients nationwide. In comparison to much larger TPA firms, our fees are extremely competitive, making our firm an ideal choice for employers who must prioritize cost when selecting a TPA.
We service plans that invest the plan assets with companies such as John Hancock, Principal, Voya, American Funds, Ascensus, Vanguard, Empower, Lincoln Financial and The Standard. We are also experienced with Self-Directed Brokerage accounts within a qualified plan.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 701 S Tyler, Amarillo,texas 79101,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- actuariesandassociates.com
- Keywords
- Third Party Administrator of Retirement Plans, Cash Balance Plan Administration, Defined Benefit Plan Administration, 401(k) Plan Administration, 403(b) Plan Administration, 457 Plan Administration, Form 5500 Preparation.
- HQ
- Amarillo, Texas
- Competitors
- Northern New England Actuaries' Club, Crown Pension Actuaries, Leggette Actuaries Inc, CCRC Actuaries, Benefits² Administrators, LLC, ACTUARIES CLUB OF INDIANA KENTUCKY AND OHIO, DEAN ACTUARIES, LLC, Island Actuaries, Quintes | Securing Retirement Outcomes, Pension Actuaries Of Phila Inc.
Actuaries & Associates Questions
Actuaries & Associates's website is actuariesandassociates.com
Actuaries & Associates's LinkedIn profile is https://www.linkedin.com/company/actuaries-and-associates
Actuaries & Associates has
14 employees.
View email and phone details for 14
employees at Actuaries & Associates.
Actuaries & Associates's industry is
Financial Services
Actuaries & Associates's top competitors are
Northern New England Actuaries' Club,
Crown Pension Actuaries,
Leggette Actuaries Inc,
Ccrc Actuaries,
Benefits² Administrators, Llc,
Actuaries Club Of Indiana Kentucky And Ohio,
Dean Actuaries, Llc,
Island Actuaries,
Quintes | Securing Retirement Outcomes,
Pension Actuaries Of Phila Inc.
Actuaries & Associates's categories are Financial Services
Actuaries & Associates's founding year is 1980
