The expertise you need to keep your traditional and/or hybrid pension plan on a firm foundation.
Our services include:
  General Consulting and Plan Design
   We assist employers with plan issues, and provide specific recommendations based upon the objectives of each organization.
  Actuarial Valuations
  Complete, comprehensive reporting of the valuation results, including normal costs, ranges of permitted contributions, assessment of assets/liabilities, etc.
  FASB Disclosures
  We calculate and determine the pension expense and plan disclosures to be reported on the plan sponsor's financial statements.
  Preparation of Required Government Filings
  We will complete the required annual filings for the plan. This includes:
 
  • Summary Annual Report
  • Form 5500 and required schedules
  • Schedule B
  • PBGC Form 1 and Schedule A
  Benefit Calculations
  We calculate and certify the amount of benefits due to participants and beneficiaries.
  Asset & Liability Assessments and Cost Projections
  We provide the calculations to measure and forecast emerging changes in the financial status of a retirement plan.
   
   
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