A Professionally Accredited Consulting Actuaries Firm
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Welcome

Zingle and Associates is a professionally accredited consulting actuaries firm specializing in retirement services.  We are problem solvers.

Our turn-key plan administration is tailor-made for small businesses. With an emphasis on defined benefit pension plans, we provide plan design, document creation and updates, annual administration, and plan termination. We also specialize in work-out services for existing plans plagued by compliance issues. We work with numerous insurers, mutual fund companies, and broker-dealers, although we are not compensated by any of them.

We also work with individual divorce clients and their attorneys. Our expert witness services include actuarial pension valuations and in-person testimony.

Recent News

08Jul

Retirement Plan “Quicksand”

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A “gotcha” can happen to small plans – those exempt from filing a Form 5500 for a certain year. To... Read More →
03Jun

Pilot Penalty Plan Program

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Small retirement plans must submit annual financial returns to the IRS by using Form 5500-EZ. Generally, these plans cover only... Read More →
14Apr

First One on the Bandwagon

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Trends are a fact of life any more, and the pace of change continues to accelerate. Whether fashion, music, or... Read More →
Retirement Plan Administration

Our turn-key plan administration is tailor-made for small businesses.  We provide plan design, document creation and updates, annual administration, and plan termination.

Find Out More

Work-Out Services

We specialize in work-out services for existing plans plagued by compliance issues.  If your plan is deficient in funding or tax returns, our experience may be just what you need.

Find Out More

Divorce Pension Valuation

We provide independent valuations and in-person testimony on defined benefit pension plans. Our services are oriented to meet the unique requirements of both our clients and their attorneys.

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