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alliance actuaries

In Alliance With Your Growth

In Alliance With Your Growth

Focus on your clients. We’ll handle the actuarial work.

Your success is built on deep client relationships and strategic growth. Yet, the complex, time-consuming demands of actuarial work can pull you away from what you do best. That’s where we come in.

Alliance Actuaries acts as your dedicated back-office actuarial team. We manage the intricate calculations, detailed valuations, and compliance reporting, providing you with the reliable support you need. By partnering with us, you free up valuable time and resources to expand your client base, strengthen advisor relationships, and scale your business with confidence.

Key Benefit Points:

  • Reclaim Your Time: Offload the administrative burden of actuarial work.
  • Focus on Growth: Devote more energy to client acquisition and service.
  • Scale with Confidence: Leverage our expertise to support your expanding business.
  • Seamless Partnership: We integrate smoothly with your team and processes.
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Customized Solutions for TPAs and Financial Advisors

We provide tailored Actuarial Consulting Services.

There is no one-size-fits-all solution in the world of retirement plans. At Alliance Actuaries, we provide more than just calculations—we deliver insights and strategies built specifically for your clients’ unique needs. Our seasoned consultants partner with you to navigate the complexities of retirement plan management, ensuring compliance and optimizing outcomes.

We empower you with clear, data-driven analysis and actionable recommendations, allowing you to offer greater value and strengthen your role as a trusted advisor.

Our Core Services:

  • Plan Design Consulting: Innovative solutions to help your clients create competitive and efficient retirement benefits.
  • Retirement Plan Valuation: Accurate and timely valuations for defined benefit and cash balance plans.
  • Compliance & Reporting: Ensuring your plans meet all IRS, DOL and PBGC requirements, including Form 5500, Schedule SB, PBGC plan termination, and FASB reporting.
  • Risk Management: Proactive strategies to identify and mitigate financial risks within retirement plans.

Partner with Us

Get in touch with Alliance Actuaries for tailored actuarial consulting services. We are here to assist with your business growing.

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