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Actuarial Consulting Services, Inc., commonly known as ACSI, is a third party service provider for defined contribution (including 401k and 403b) retirement plans and defined benefit pension plans, including cash balance plans.

ACSI’s retirement plan services include recordkeeping and plan administration (“TPA services”), actuarial valuations and studies, and consulting.

ACSI is an independent TPA, meaning that we work with any financial representatives and investment companies for which independent third party administration is an option. Unlike most TPAs, ACSI does not sell investment products or provide investment advice, choosing instead to concentrate on providing quality, efficient and independent TPA services.

Retaining ACSI as the service provider for a retirement plan offers the client the opportunity to outsource administrative responsibilities so that employees can concentrate on other business activities. ACSI performs the work and provides the advice necessary for the client’s plan to be in compliance with Internal Revenue Code and Employee Retirement Income Security Act (ERISA) requirements, as applicable.

ACSI services include, but are not limited to:
Defined benefit plan consulting, plan design, plan documents and summary plan descriptions, benefit statements, actuarial calculations for annual contributions and participant distributions, actuarial valuations and certifications (IRS Schedule SB), and IRS Form 5500 reporting and PBGC filings.

Financial liability disclosure compliance assistance, for pensions and other post-retirement employee benefits, including FASB 87 and 106.

Defined contribution plan consulting, plan design and formula analysis, plan documents and summary plan descriptions, annual participant notices, contribution analysis and calculations, IRS required testing, distribution and loan processing, and IRS Form 5500 and Form 1099-R reporting.

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Our Leadership

Our team is comprised of talented, dedicated individuals who are driven to provide our clients with the best services available.

Mark E. Brand, Esq., J.D., M.B.A.

President and Chief Executive Officer

James M. Brand, C.F.A., Q.K.A.®, Q.K.C.

Director of Client Services

Bridget M. Brouillette, M.B.A., Q.K.A.®, Q.K.C.

Director of Pension Administration

Our Team

Sean M. Fitzgerald, E.A., M.A.A.A.

Chief Actuary

Marissa A. Jaggi, Q.K.A.®

Associate, Client Services

Diana L. Tabone, Q.K.A.®, Q.K.C.

Assistant Director of Pension Administration

Emily M. Brand, M.S.

Director of Finance

Donald J. (DJ) Mitchell, M.B.A.

Relationship Manager

Carisa R. Gramza

Administrative Assistant

Pension Administrators

Emily L. Ertel, Q.K.A.®

Jackie J. Clemons

Lisa A. Frazier

Patricia A. Davis

Gina M. Curella

Lisa A. Burr

Kathryn S. Shields

Matthew D. Jarnot

Jeanette M. MacDonald

Katherine F. Starr

Rebecca A. Juarez

Jacqueline Htay