SHAW & COMPANY provides actuarial, administrative, consulting, and plan design services for defined benefit pension plans, cash balance pension plans, 401(k) plans, profit sharing plans, and employee stock ownership plans.

As enrolled actuaries, we use mathematics, statistics, and financial theory to analyze the current stability of pension plans under the provisions of the Employee Retirement Income Security Act (ERISA) and we report the pension plans’ financial soundness to plan sponsors, participants, and Federal regulators. We have been licensed by the IRS and DOL to perform these and other tasks that are required for pension plans in the U.S.

Our credentials, devotion, enthusiasm, experience, expertise, and integrity help us to establish clear goals and to achieve them.

First, we want to: (1) do what we promise and not promise what we cannot do, (2) build lasting business relationships based on respect and trust, (3) deliver the best possible services within our capabilities, and (4) use advances in technology to enhance our skills and delivery systems.

Second, we want to: (1) help every employer have the right retirement plan for its employees, (2) provide independent, objective, and unbiased services in the best interest of employers and their employees, (3) help transform and preserve our Nation’s private sector retirement system, and (4) provide financial and retirement planning information, resources, and tools to plan sponsors, plan participants, and others.