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About Acuff & Associates

acuff & associates has been providing quality solutions that benefit since 1991.
who we are
Acuff & Associates is a third party administrator (TPA) for 401(k) and other types of defined contribution retirement plans and an actuarial consulting firm for defined benefit plans. Acuff & Associates does not sell any investment products or provide investment advice. Our only business is providing quality design, consulting, and administration services.
Founded in 1991, Acuff & Associates is company totally focused on and dedicated to the business of designing and safeguarding your pension or 401(k) retirement plan. We develop and offer our clients administrative services that ensure their plans comply with Internal Revenue Service and Department of Labor requirements and guidelines.
Acuff & Associates’ specialized consulting services are the legacy of a group of dynamic entrepreneurs whose goal was to provide the best personal service possible. Today, we have extended our expertise and expanded our operations to include the entire spectrum of qualified retirement plans.
Our performance is a testament to the absolute commitment, integrity, and professionalism of our most vital asset – our people. These are people in whom clients have placed their trust to perform and deliver on their behalf accurate reports, data, and adherence to deadlines.
We are led by highly experienced Principals and an ensemble of dedicated and experienced Relationship Managers who are experts in highly specialized disciplines such as 401(k) administration and design, pension plan consulting and design, and compliance services.
what we do
Acuff & Associates is noted for its obsessive attention to detail. We serve as the bridge between the employer, the Plan’s financial advisor, and the investment/record-keeping platform. Since all retirement plans are governed by the Internal Revenue Service and the Department of Labor, that attention to detail is the critical piece
of protecting your Plan. Failure to meet the rules can result in serious tax consequences for the employer. Acuff & Associates happily assumes the role of “quarterback” or “compliance-keeper” in offering the client seamless, efficient administration.

Our ultimate job is to make your plan
meet your goals and help make
your employees “retirement ready.”

Acuff & Associates is an integrated, full-service provider of services that specializes in planning and providing complete, beginning-to-end administration programs for 401(k) and other types of defined contribution plans and pension plans. These services allow clients to enjoy peace of mind through all stages of the process.

The Acuff Advantage Program for Plan Sponsors

Listening to understand
your needs

Identifying valid
options to consider

Analyzing and
helping to evaluate options

Making recommendations
and coming to agreement

Implementing your Plan

Annual administration
and testing for your Plan

Reporting annual
results to you

Reporting to government
agencies on your behalf

a word from our ceo, trina gross –
Welcome to the Acuff & Associates’ website. Whether you’re a client, a prospective client, or a financial advisor, we’re glad you’re visiting. Since our founding in 1991, we have grown to be one of the largest and most respected retirement plan consulting and administration firms in the nation. As we developed our website, we asked a core group of our employees who will be carrying us well into the next phases of our future to develop a mission statement for us. It sums up well what we’ve always stood for and what we’ll always work hard to be: To be the comprehensive retirement plan authority by building enduring relationships through the delivery of quality, responsive, and personal service.

From our beginnings, Acuff & Associates has always worked hard to attract the best people in our industry to serve you, to make sure that they have the education, professional designations, and technological tools to do the best job possible, and to live up to the mission of our founder, Lucian Acuff:
– quality solutions that benefit.

So, look around, meet our people, visit our links, learn about our company, and remember – at Acuff & Associates, we are
the retirement plan authority