A Professionally Accredited Consulting Actuaries Firm

Welcome

Zingle and Associates is a professionally accredited consulting actuarial 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.

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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.

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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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