Mission & Vision
Our Mission Statement
Markley Actuarial is the trusted advisor to clients to guide them in aligning their Retirement Program with their goals.
Who We Help
- Employers with Retirement Programs, from single employers to those with 100’s of employees
- Clients who value tailored Plan Designs; those who want more than in-the-box solutionsEmployers who seek employee education to foster awareness and appreciation of benefits
- Those who appreciate independence - since Markley Actuarial is independent of investments, we can oversee your Plan without a competing agenda
How We Help
- Trusted consulting and solutions with clear communication, including face-to-face meetings
- Customized Plan Design – Whether basic, complex or hybrid, our experts insure that your design continuously meets your goals and objectives.
- Integrate with your full team of advisors to provide a broad-based and meaningful benefit
- Risk management for Retirement Plans
- Got a problem? We’ve restored many “Problem” Plans back to compliance
Our Commitment
- Communication and Clarity - Accuracy and Action
- Fee based services – We are independent and believe in full fee disclosure at all levels
Our Consultants
- Our People – Highly designated experts with an average of 12 years with Markley Actuarial
- Our Culture – Client Focused, Innovative, Agile, Teamwork, Inclusive, Accountability
- Our Values – Integrity, Respect, Initiative, Service, Excellence (I RISE!)
Markley Makes it Happen