Area Served
Serving entreprenurial and middle market companies in Indiana and surrounding states.

What Sets Us Apart
Redwood is focused on timely, personalized service at low hourly rates. Fixed fee arrangements can be made for annual pension plan valuations.

We offer customized services based on our professional experience.

Service Policy
We are commited to full client satisfaction.

SERVICES

Redwood offers comprehensive consulting services to employee retirement plan sponsors in Indiana and the surrounding states.
Traditional actuarial valuations for defined benefit pension plans
Actuarial studies for new pension plans made possible by the repeal of section 415(e)
Form 5500 preparation
Independent third party actuarial reviews
Pension benefit valuations for divorce settlements
Compliance testing for 401(k)s and all other types of plans
Non-qualified plan design and administration
Benefit plan due diligence for acquiring companies
We provide timely, quality, personalized service to your retirement plan.

EMPLOYEE PROFILES

George S. Ludwig, FSA, EA
An effective and competent benefit plan professional with 20 years of experience, specializing in retirement plan design and analysis. Highly knowledgable of both tax-qualified and non-qualified arrangements. A strong business focus resulting from 10 years experience with a Big 5 accounting firm, in addition to 6 years experience with a nationally recognized employee benefit consulting organization. Professional accomplishments include Fellowship in the Society of Actuaries and Enrollment by the Joint Board.