Our goal is to provide all clients with excellent customer service and quality administrative and recordkeeping services on a timely basis.
Our mission is simple and straightforward:
1. Position the client’s interest first
2. Be objective regardless of our personal preferences
3. Adhere to the highest professional standards
4. Deliver quality services at a fair price
In addition to providing recordkeeping and administrative services to 401(k) or Profit Sharing Plans, we also provide complete actuarial and administrative services for defined benefit pension plans. Our services include annual actuarial valuation reports and any other information required by the client’s accountant for financial reporting purposes. Preparation of annual IRS 5500 Series forms is also provided. We are also available for participant benefit calculations and plan benefit studies as requested.
Our principal actuary is an Enrolled Actuary, a Member of the American Society Pension Professionals and Actuaries (ASPPA), an Associate in the Society of Actuaries, and a Member of the American Academy of Actuaries. Our Account Managers are educated through ASPPA. With an experienced staff we are able to customize our administrative services to meet the needs of all clients.
Please contact us receive more information on the services Vaughan & Associates, Inc. can provide to plan sponsors and financial advisors.