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P
7 meses antes

I recently availed the services of Actuaries and A...

I recently availed the services of Actuaries and Associates through their website. Honestly, my experience was just average. While the website is user-friendly and well-designed, I found their services to be somewhat lacking in terms of efficiency and responsiveness. It took longer than expected to receive a response to my inquiries, and the overall communication was not as prompt as I would have liked. Additionally, I found the pricing to be a bit on the higher side compared to other similar companies offering the same services. On a positive note, their actuaries were knowledgeable and professional, and they provided accurate predictions and analysis. However, considering the overall experience, I would rate the company as average, as there is room for improvement in terms of customer service and pricing.

R
7 meses antes

I recently availed the services of a financial pla...

I recently availed the services of a financial planning company and I must say, I am impressed with Actuaries and Associates. They have a team of experts who are knowledgeable and always ready to help. I found their website user-friendly and informative. Their service delivery is great and I would recommend them to anyone looking for financial planning solutions.

J
9 meses antes

I recently availed the financial planning services...

I recently availed the financial planning services of Actuaries and Associates and I can confidently say that they are excellent. The team is experienced, knowledgeable, and dedicated to providing quality service. Their website is user-friendly and informative. I highly recommend Actuaries and Associates for their exceptional service.

B
11 meses antes

I have been using Actuaries and Associates service...

I have been using Actuaries and Associates services for the past couple of years and I must say, they have been consistently providing excellent service. The team is highly knowledgeable and responsive, always ready to answer any queries or provide assistance. They have helped me with various financial planning and risk assessment tasks, and I am extremely satisfied with the results. The website is user-friendly and makes it easy to access all the necessary information. I highly recommend Actuaries and Associates for their expertise and professionalism.

A
11 meses antes

Their services are great! I have used Actuaries an...

Their services are great! I have used Actuaries and Associates for my financial planning needs and they have delivered excellent results. The team is experienced and reliable, always providing accurate and timely solutions. Their website is easy to navigate, making it convenient to access the information I need. I highly recommend Actuaries and Associates for their exceptional service.

J
1 ano atrás

Actuaries and Associates is a reliable financial p...

Actuaries and Associates is a reliable financial planning company. Their team is highly experienced and provides accurate solutions. They have helped me achieve my financial goals efficiently. The website is user-friendly and contains all the necessary information. I am satisfied with their excellent service.

S
1 ano atrás

I have been looking for a reliable financial plann...

I have been looking for a reliable financial planning company and Actuaries and Associates exceeded my expectations. They have a team of professionals who are not only knowledgeable but also dedicated to providing quality service. Their website is user-friendly and informative. I am extremely satisfied with their service and would definitely recommend them to others. 😊

W
1 ano atrás

I am extremely impressed with the exceptional serv...

I am extremely impressed with the exceptional service provided by Actuaries and Associates. They have a team of professionals who are highly knowledgeable and always ready to assist. Their website is user-friendly and informative. I would highly recommend Actuaries and Associates for their expertise in financial planning and risk assessment.

D
1 ano atrás

I have been a customer of Actuaries and Associates...

I have been a customer of Actuaries and Associates for a while now and I can confidently say that they provide outstanding service. From financial planning to risk assessment, they have helped me achieve my goals efficiently. The team is professional, responsive, and always ready to assist. The website is easy to use and contains all the necessary information. I highly recommend Actuaries and Associates for their exceptional services and expertise.

H
1 ano atrás

Actuaries and Associates is not just a financial p...

Actuaries and Associates is not just a financial planning company, they are a team of experts who genuinely care about their clients' success. I have been using their services for a while now and I am extremely satisfied with the results. The website is easy to navigate and contains all the necessary information. I highly recommend Actuaries and Associates for their excellent service.

S
1 ano atrás

Actuaries and Associates provides top-notch financ...

Actuaries and Associates provides top-notch financial planning and risk assessment services. They have a team of experts who are highly knowledgeable and always go the extra mile to ensure client satisfaction. Their website is user-friendly and informative. I am impressed with their dedication and would definitely recommend them to others. 😊

M
1 ano atrás

I recently availed the services of Actuaries and A...

I recently availed the services of Actuaries and Associates and I must say, it was a great decision. Their team is experienced and provides accurate financial planning solutions. Their website is user-friendly and contains all the necessary information. I am highly satisfied with their service and would recommend them to others.

J
1 ano atrás

I have been using Actuaries and Associates service...

I have been using Actuaries and Associates services for a few months now and I am highly impressed. Their team is highly knowledgeable and experienced. They helped me with my financial planning and risk assessment needs, delivering exceptional results. The website is easy to use and contains all the information I need. I am glad I chose Actuaries and Associates for their services. 😊

Sobre Actuaries and associates

Atuários e associados: seu administrador terceirizado confiável para planos de aposentadoria

A Actuaries and Associates é uma importante administradora terceirizada (TPA) que fornece uma ampla gama de serviços a empregadores que patrocinam planos de aposentadoria para seus funcionários. Com anos de experiência no setor, nos estabelecemos como um parceiro confiável para empresas de todos os tamanhos, desde pequenas startups até grandes corporações.

Nossa equipe de profissionais altamente qualificados inclui atuários, advogados, contadores e outros especialistas que se dedicam a fornecer um serviço excepcional aos nossos clientes. Somos especializados em atender planos de aposentadoria qualificados, bem como planos não qualificados, do mais básico ao mais complexo.

Na Actuaries and Associates, entendemos que cada empresa tem necessidades únicas quando se trata de planejamento de aposentadoria. É por isso que oferecemos soluções customizadas especificamente para as metas e objetivos da sua empresa. Esteja você procurando ajuda com o design ou administração do plano, testes de conformidade ou requisitos de relatórios - nós o cobrimos.

Nossa ampla gama de serviços inclui:

Desenho do Plano: Nossa equipe trabalhará com você para projetar um plano que atenda às suas necessidades específicas, maximizando os benefícios fiscais e minimizando os custos.

Administração: Lidamos com todos os aspectos da administração do plano, incluindo manutenção de registros, comunicações dos participantes, distribuições e empréstimos.

Testes de conformidade: realizamos testes anuais exigidos por lei, como testes de cobertura (ADP/ACP), testes pesados ​​(THCP), testes de não discriminação (401(k)/401(m)), etc.

Requisitos de relatórios: Preparamos todos os relatórios necessários exigidos por lei, como os arquivamentos da série 5500, incluindo os cronogramas A,B,C,D,E,F,G,H,I,J,L,M,N,P,R,S ,T,U,V,W,X,Y,Z; Relatórios Anuais Resumidos; Declarações de Participantes; etc

Também fornecemos serviços de consultoria em vários tópicos relacionados a benefícios a funcionários, como suporte de due diligence em fusões e aquisições; auditorias de planos de benefícios; revisões e avaliações fiduciárias; etc

Na Actuaries and Associates, nosso objetivo é simples - fornecer um serviço excepcional a um preço acessível, ajudando nossos clientes a atingir suas metas de aposentadoria. Nosso compromisso se reflete em tudo o que fazemos - desde nossa abordagem personalizada até o atendimento ao cliente por meio do uso de tecnologia de ponta projetada especificamente para TPAs ​​como nós.

Portanto, se você está procurando um parceiro confiável que possa ajudá-lo a navegar no complexo mundo do planejamento de aposentadoria - não procure mais, atuários e associados! Entre em contato conosco hoje para saber mais sobre como podemos ajudar sua empresa a ter sucesso!

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