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When selecting a company to handle the administration of your plan you should address the following criteria:
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Experience |
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Founded in 1980, Actuaries & Associates has
demonstrated a long term commitment to retirement plan administration. The
combined experience of our staff exceeds fifty years. |
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Approach |
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Our unique approach to the installation and administration of benefit plans sets us apart from other firms. The difference is that we personally deliver our documents and plan reports to our clients, whenever possible. This includes not only clients in our area, but clients throughout the Southwest (and beyond, where special arrangements have been made). It is this one-to-one contact on a regular basis, which has been one of our strengths.
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Independence
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We do not sell any insurance or investment products;
neither directly nor indirectly. We provide consulting and administrative services on a fee basis. This assures the plan sponsor and the trustees of the plan an unbiased approach to the administration of the plan.
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Communication |
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We are always available to answer questions or assist you with any problems which may arise. Also, the personal delivery of the plan reports gives us an excellent opportunity to review the benefits and discuss the plan provisions. We feel that there is no better way to do business.
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Reputation |
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Our growth is based on referrals from satisfied clients. For this reason, quality service to our clients is consistently a top priority.
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