Actuaries & Associates

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.