To provide large business services to small businesses at a price
small businesses can afford.
Consulting Actuaries Incorporated: Then and Now
When Consulting Actuaries Incorporated was founded in 1970, few
small businesses had retirement programs. The cost of creating plan
documents and hiring consultants to design and administer the programs
was more than most small businesses could afford.
Thanks to the efforts of companies like CAI, retirement programs
became a standard part of the benefit package of many small
businesses. Currently most companies are able to maintain "safe
harbor" 401(k) and profit sharing plans, but they still must turn to
consultants if they wish to utilize the complex pension laws to create
a retirement program that best meets their needs. These services have
typically been provided to large companies by the high priced
consulting firms. Our clients know that CAI has been providing this
service to small business for over 40 years.
Thus, despite the many changes that have occurred since CAI’s
inception over 35 years ago, our mission, "To provide large business
services to small businesses at a price small businesses can afford,"
has not changed.
What does Consulting Actuaries Incorporated do?
Consulting Actuaries Incorporated assists employers in the design,
implementation, administration and communication of a wide range of
retirement plans. We are committed to providing these services to our
clients in a timely, accurate and cost-effective manner.
Our benefit professionals are dedicated to helping employers
implement retirement plans that promote corporate goals and
objectives, control costs, and give employees a sense of security.
Consulting Actuaries Incorporated takes the confusion out of the
plan administration duties and decision making by providing our
clients with the consulting and technical expertise they need. We are
committed to maintaining effective state-of-the-art computer systems
and applications for administrative procedures, which permit us to
process our clients’ work more efficiently and ensures the highest
standards of quality.
Consulting Actuaries Incorporated’s greatest resource is its team
of experienced professionals. Our clients are served by employees who
have professional qualifications and whose backgrounds include many
years of experience in the pension and retirement field. We are
committed to providing our clients with friendly, courteous and
responsive personalized service of superior quality. Please click on
"Meet the Staff" to read a brief biography of each member of our team.