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Administration & Actuarial Valuation
We offer A-Z administrative and actuarial
services for both qualified and executive
retirement plans. This includes actuarial
valuations for funding and accounting purposes,
allocation of defined contribution accounts,
testing for non-discrimination, and preparation
of annual filings with DOL, IRS, and PBGC.
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Plan Design & Implementation
We custom design retirement plans that work
for your company, while keeping you up to date
with changes in pension laws, regulations, and
industry practices. This includes actuarial
studies of the impact of plan changes, and
preparation of complete plan documents and
amendments for review by counsel. |
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Employee Communication Services
We assist you with the important and
challenging task of effectively communicating
the retirement program to employees. Services
include periodic benefit statements, individual
benefit certifications and projections, annual
employee notices and reports, and summary
plan description booklets.
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