Connor Posted November 9, 2022 Share Posted November 9, 2022 We're interested in working with an actuary who is an independent contractor and can provide all of the actuarial support electronically for the couple dozen or so DB plans that we have. While we would do all of the administration on the plans, we would just rely on him/her to certify the schedule SB and AFTAP calculations, calculate RMD amounts, do cross-testing when DC plans are involved, and any other actuarial tasks that may come up in the normal course of a plan's life. Please PM me if you are interested or know of someone who would be. Thank you. Link to comment Share on other sites More sharing options...
Bob the Swimmer Posted November 9, 2022 Share Posted November 9, 2022 Connor We know someone good we’ve worked with for over 30 years. Call me at 6103164668 if you’d like his contact info. Be safe. BOB Link to comment Share on other sites More sharing options...
Anon401kTPA Posted January 13, 2023 Share Posted January 13, 2023 On 11/9/2022 at 6:10 PM, Bob the Swimmer said: Connor We know someone good we’ve worked with for over 30 years. Call me at 6103164668 if you’d like his contact info. Be safe. BOB Bob, may I call you too? I'm looking for similar. Link to comment Share on other sites More sharing options...
Bill Presson Posted January 13, 2023 Share Posted January 13, 2023 FWIW, we do back office actuarial work for a lot of TPAs around the country. Some with lots of plans and some with only a few. Let me know if anyone is interested. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070 Link to comment Share on other sites More sharing options...
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