Sheffler Consulting Actuaries, Inc Email Format

Financial ServicesCalifornia, United States1 Employees

Sheffler Consulting Actuaries, Inc is a financial services firm focused on retirement plan work, including valuation, design, installation, and administration of qualified retirement plans. The company also handles actuarial valuations, certification for Schedule SB/MB and FASB disclosure calculations, PBGC certifications, and determinations of annual costs, with representation in IRS audits. Based in the United States, the firm serves clients requiring specialized actuarial services related to retirement plans, likely targeting organizations that administer qualified plans and need formalized measurements and regulatory compliance support. With a sole practitioner structure, the firm operates in a highly specialized niche of the retirement services industry, emphasizing precise actuarial analysis and certification work. A recent development noted is the firm’s ongoing engagement in comprehensive retirement plan services, including compliance-related certifications and audit representation.

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