Infinity Actuarial Consulting leverages deep expertise in retirement plans and actuarial science to craft cost-effective, results-driven solutions.
We approach problems from multiple perspectives, ensuring our strategies are both creative and grounded in the latest industry trends, robust risk management practices, and compliance with relevant laws and regulations.
Through clear and honest communication, complex concepts are simplified, empowering stakeholders—plan sponsors, administrators, participants, and other plan professionals—to make informed decisions efficiently.
Our approach reduces risk, optimizes outcomes, and promotes sustainability.
FOUNDER STATEMENT
My journey to become a retirement consultant began when my parents retired while I was in college. They were fortunate to have access to employer-sponsored defined benefit and defined contribution plans, which provided financial security in their retirement years. After earnings my degree in Mathematics, I started my actuarial consulting career.
Early on, I was asked to help an employee, diagnosed with late-stage cancer, decide whether it was better for his family if he died as an active employee or as a retiree. This sobering conversation underscored the critical role of clear, concise explanations of the complexities involved in retirement plans.
Years later, during an employee education meeting for the same client, I was approached by the brother of the man I had helped. He expressed how much it meant to his family that I had taken the time to explain the benefits clearly, allowing his brother to make the best decision for his loved ones. His gratitude confirmed that I had chosen the right path.
Everything I do professionally is focused on ensuring that other people’s family members are supported by dedicated, knowledgeable, and passionate consultants who never lose sight of the bigger picture.
Comprehensive Solutions
Infinity Actuarial Consulting offers a comprehensive suite of services to help plan sponsors and other industry professionals design, fund, administer, and communicate retirement plans that support the needs of the modern workforce. We don’t serve as a plan’s valuation actuary or outsourced administrator. Instead, we look to enhance and supplement the services of these providers with independent, objective insights.
TESTIMONIALS
News and Insights
Building Trust: Proactive Oversight of Actuarial Services
A skilled consulting actuary offers more than just technical calculations—they provide insight into industry trends and advice to guide fiduciaries in making informed decisions. Good fiduciary oversight doesn’t end with selecting an actuary. It requires ongoing evaluation and accountability. A periodic review of your actuary’s performance fulfills a fiduciary’s monitoring responsibility, supports informed decision-making, and upholds the integrity of retirement benefit plans.