What We Do

  • Administration and 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.
  • 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.
  • Plan Design and 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.