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P
7 几个月前

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 几个月前

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 几个月前

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 几个月前

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 几个月前

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年以前

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年以前

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年以前

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年以前

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年以前

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年以前

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年以前

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年以前

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. 😊

关于Actuaries and associates

精算师和合伙人:您值得信赖的退休计划第三方管理员

Actuaries and Associates 是一家领先的第三方管理机构 (TPA),为为员工赞助退休计划的雇主提供广泛的服务。凭借多年的行业经验,我们已成为各种规模企业(从小型初创企业到大型企业)值得信赖的合作伙伴。

我们的高技能专业团队包括精算师、律师、会计师和其他致力于为我们的客户提供卓越服务的专家。我们专注于为合格的退休计划以及不合格的计划提供服务,从最基本的到最复杂的。

在 Actuaries and Associates,我们了解每个企业在退休计划方面都有独特的需求。这就是为什么我们提供专门针对您公司的目标和目标量身定制的解决方案。无论您是在计划设计或管理、合规性测试或报告要求方面寻求帮助,我们都能满足您的要求。

我们全面的服务范围包括:

计划设计:我们的团队将与您一起设计满足您特定需求的计划,同时最大限度地提高税收优惠并最大限度地降低成本。

管理:我们处理计划管理的所有方面,包括记录保存、参与者沟通、分配和贷款。

合规性测试:我们执行法律要求的年度测试,例如覆盖率测试 (ADP/ACP)、头重脚轻测试 (THCP)、非歧视测试 (401(k)/401(m)) 等。

报告要求:我们准备法律要求的所有必要报告,例如表格 5500 系列文件,包括附表 A、B、C、D、E、F、G、H、I、J、L、M、N、P、R、S ,T,U,V,W,X,Y,Z;摘要年度报告;参与者声明; ETC

我们还提供与员工福利相关的各种主题的咨询服务,例如并购尽职调查支持;福利计划审计;信托审查和评估; ETC

在 Actuaries and Associates,我们的目标很简单 - 以实惠的价格提供卓越的服务,同时帮助我们的客户实现他们的退休目标。我们的承诺体现在我们所做的一切中——从我们的个性化方法到客户服务,再到我们使用专门为像我们这样的 TPA 设计的尖端技术。

因此,如果您正在寻找可以帮助您驾驭复杂的退休计划世界的值得信赖的合作伙伴 - 精算师和合伙人就是您的最佳选择!立即联系我们,详细了解我们如何帮助您的企业取得成功!

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Actuaries and associates

Actuaries and associates

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