Bruce and Bruce Company

Consulting Actuaries

 

A Full Service Actuarial Firm

Specializing In Fraternal Benefit Societies and Small Insurance Companies

 

 

 

Actuarial Services:

      Valuation

      Cash Flow Testing

      Management Reports

      Sales Illustration Compliance

 

 

Life and Annuity Policy Services:

      Development

      Compliance

      Drafting

      Filing

 

 

Marketing Services:

      Plan Development

      Pricing

      Sales Programs

 

 

 

Other Services:

      Annual Statement Preparation

      Quarterly Statement Preparation

      Accounting

      Insurance Department Reporting

 

 

 

 

Retirement Plan Services:

Administration, Consultation and Plan Design of:

Defined Benefit Plans

Defined Contribution Plans

401(k) and Profit Sharing Plans

Cross Testing Plans

 

IRA Prototype Plan Documents

for Financial Institutions

Including Education (Coverdell)

Traditional and Roth IRAs, etc.