Specialties: Design and Implementation of Qual. Ret. Plans
Tobi Cogswell Director, Consulting Practice - Actuarial Consultants, Inc.
We work with industry influencers to design, implement and administer qualified retirement plans. Additionally, we repair damaged and/or neglected plans referred to us by ERISA attorneys.
ACI has been in existence since 1983. We have always been located in Torrance, CA. We have a team of actuaries, consulting administrators and business developers along with support staff to meet our goal of providing excellent qualified retirement plan design, implementation and administration to companies ranging from one participant to 20,000 participants.
We partner with advisors, CPAs and ERISA attorneys to provide stellar plan design, implementation, administration and service to our mutual clients. The goal being for the client to have a retirement plan that will provide for a good retirement while the advisor makes money and we do as well.
We partner quite often with ERISA attorneys to do "forensic" work, i.e., addressing the issues of neglected plans.
We work with entrepreneurial clients as well as professionally managed and other types of clients. We know advisors have a specific niche that they prefer and we want to be on their speed dial.
We are also quite knowledgeable in the Merger & Acquisition environment and the specific challenges of private equity arrangements.
All industries
Information Not Available
Social Clubs
Torrance Chamber of Commerce, Redondo Poets
Charities
MS Foundation, Couples Against Leukemia
Speaking/Teaching
Experience
Speaker at "Basics" seminars that are held on-site quarterly.
