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We know. You think "actuary" and you immediately picture someone who relates better to numbers than to people.

Come meet the people of McCready and Keene, however, and you'll discover a close-knit group of nearly 100 professionals who just don't begin to fit the stereotype. We admit we're a bit more picky than the average person about getting the math right, but you'll find that we also have a passion for our jobs and a true concern for our clients as people, not just as numbers in a spreadsheet.

Here are just some of the ways our people can fit your needs:

 

There are a number of professions where knowledge and accuracy are simply more critical... nobody wants a pilot or a surgeon who gets their job right most of the time. While people generally don't think of actuaries and benefits consultants as being in that same class, when it comes to retirement plans, expertise truly makes a difference. An important miscalculation or poor advice can cost clients more than just dollars - it can cost people their future security. That's why the staff of McCready and Keene takes pride in being the best the profession has to offer. Not only are our skills exceptional, but we stay at the top through ongoing education.

McCready and Keene's staff is among the most qualified of any firm in the country. We're proud to count the following among our staff:

  • 9 Enrolled Actuaries
  • 3 Fellows of the Society of Actuaries
  • 6 Associates of the Society of Actuaries
  • 3 ERISA Attorneys
  • 2 Certified Paralegals
  • 9 Certified Employee Benefit Specialists
  • 57 employees with Bachelor's Degrees
  • 12 employees with Master's Degrees or higher
  • 1 CNE, MCSE and MCP
  • 1 Certified Trainer: Society of Professional Administrators and Recordkeepers

At McCready and Keene, we have systems in place to assure you always have access to someone who can answer your questions and solve your problems. While you'll be assigned a primary contact, that person will have a team of experts behind him or her who are knowledgeable about your account and who can step in as needed.

McCready and Keene is unusual in that we have compliance experts on staff. Our attorneys, paralegals and compliance experts assure we have full knowledge of IRS and Department of Labor rules, so your plans are always in full compliance. And because we're well informed about upcoming changes, we can help you adjust plans as needed to remain in compliance most cost effectively.

We want to work with your other professional advisors, such as your financial advisor, attorney and accountant to assist them in taking care of your business needs. By working together we can help you save time and money.

McCready and Keene is known for our ability to respond to changing client needs. Many of the new services and improved processes we introduce are in direct response to client requests. As your company changes and grows, we'll keep pace with you.


 
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