About Us

Vaughan & Associates, Inc. is an independent actuarial and retirement plan administration firm that specializes in the design and administration of qualified retirement plans. Our firm has been in operation for over 23 years and we currently have an experienced staff, with service in the industry averaging approximately ten years. The majority of our clients sponsor defined contribution plans (401(k), profit sharing, money purchase). Our services for defined contribution plans include annual allocation reports, participant benefit statements, benefit payout packages for terminated employees, and various other administrative forms as required. Preparation of annual IRS 5500 Series forms is also provided. In addition to traditional recordkeeping for defined contribution plans, we also provide daily recordkeeping for defined contribution plans. Each participant can access his account at any time through the Internet or by using our 800 access telephone line. 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. For a plan that we provide annual services, we will typically complete the annual valuation report within 6-8 weeks of receipt of all of the requested information (employee data, asset information, etc…). Calculation of individual benefits due to terminated participants typically occurs within one week of receipt of the benefit payment request. Our goal is to provide all clients with quality administrative services on a timely basis. Our account managers are experienced in both “balance forward” and “daily” administration. With an experienced staff we are able to customize our administrative services to meet the needs of all clients. Principal actuary is an Enrolled Actuary, a Member of the American Society Pension Actuaries, and Associate in the Society of Actuaries, and a Member of the American Academy of Actuaries.