Actuarial Consultants, Inc. (ACI)

Region(s) Served: Southern California

Actuarial Consultants, Inc. (ACI) offers a full range of retirement plan consulting including design, documentation and administration services for a wide range of qualified plans, including 401(k), profit sharing, traditional and cash balance defined benefit, and money purchase pension plans, and fiduciary compliance consulting. Our staff includes enrolled actuaries, pension consultants and administrators as well as a stellar support team.

Founded by Pat Byrnes in 1983, ACI is a consulting firm dedicated to helping clients recruit, reward, and retain the right people. Pat established ACI to provide innovative solutions to the challenges faced by his clients. Pat is a past president of the American Society of Pension Professionals and Actuaries (ASPPA) as well as an MSPA, MAAA, EA and Founding Director of the College of Pension Actuaries (COPA). His commitment to technical expertise, hard work and client service continues to serve as the foundation for the firm today.

or call 877-TPA-7565 (877-872-7565).

Premier Retirement Services, Inc.

Region(s) Served: Oregon

In October 2001, Dianna A. Ray, QKA and Paul S. Hartwig, QKA founded Premier Retirement Services, Inc. and were joined by Michelle Siewell. All three shareholders previously worked together at Cascade Pension Services and combined, have over fifty years of experience working with qualified retirement plans.

Where we differentiate ourselves from others is our service. We go above and beyond the typical TPA service, striving to build relationships and value to our clients as well as encouraging innovation and further efficiency to your plan year after year. We offer and encourage our clients to meet with a consultant at least once a year, in person, to review their plan and plan attributes. Meeting one on one and face to face, helps our consultants customize to each client’s individual needs.

We specialize in plan design consulting, plan document preparation and maintenance, annual administrative reports, including 5500 tax filing preparation and IRS /DOL audit support, trust accounting, compliance testing, as well as all responsibilities you would expect from a full service TPA firm.

Paul Hartwig and Dianna Ray received their QKA from ASPPA. Other staff members are currently working towards accreditation by taking ASPPA courses.

or call 877-TPA-7565 (877-872-7565).