Third Party Actuary Services

What are Third Party Actuarial Services?

New plan designs such as Cash Balance Plans and combo or hybrid plans have broadened the options to optimize retirement savings and are very much in demand. This level of innovative plan design requires the services of an experienced staff of actuaries and retirement plan specialists. Professional firms without an in-house actuary can now offer these high level services.

How?

By working with Markley Actuarial. We provide design and administrative services for your plans. You retain the relationship with your client while offering a broader array of service options.

Who does Markley partner with?

  • Third Party Administrators without in-house actuarial services

Why should you contact Markley Actuarial?

  • To request a proposal
  • To discuss plan design, including a FREE Cash Balance design scenario

Markley can help

The experience our staff has in creating lucrative, innovative plan designs for new or existing plans is unmatched. Our three on-staff actuaries have over 50 years combined experience in the defined benefit plan field, and can design and administer Cash Balance Plans. Contact us to learn more about our complimentary plan review and Cash Balance Plan design services.