Products and Services
We are genuinely dedicated to discovering and developing the full value and potential of our client's information. In these services, we use a unique suite of tools which offer clients "big picture" insight into their pension plans, and help them make informed strategic decisions about plan options, improvements, innovations and possibilities.
Plan Management
- Actuarial Valuations
- Plan Administration/Outsourcing
- Retirement Plan Designs
- Forecasting and Asset/Liability Modeling
- Form 5500 and PBGC Filing
- Nondiscrimination Testing
Consulting Services
- International Benefits Consulting
- Executive Benefits Consulting
- Compliance Consulting
- Merger and Acquisition Support
- PBGC Premium Audit
Taft-Hartley Plan Services