Products and Services
International Benefits Consulting
While today's international workforces often present employers with a dense maze of laws, standards and practices, we can provide the help you need to find your way successfully. We're ready to offer our support with your U.S. GAAP reporting, plan design or analysis and due diligence review for international M&A.
Executive Benefits Consulting
Our consulting services include strategy, design, analysis and funding of all types of executive benefits. We have developed our own innovative executive benefit plans. One of these is Qmax, which maximizes the qualified funding of executive deferred compensation. We also offer the Partner Parity Plan, a unique income deferral opportunity for law firms and other types of professional organizations.
Compliance Consulting
We can assist plan administrators with a wide range of compliance review services. These services are designed for plan sponsors looking to both assess and improve their level of compliance, from the perspective of IRS / DOL standards, Sarbanes Oxley, and best practices.
Forecasting & Asset/Liability Modeling
Sponsors of defined benefit plans assume certain risks. The key is to understand those risks and manage them appropriately. We have the tools and expertise to quantify the relevant risks and rewards and to create strategies that optimize risk-adjusted outcomes. We use ProVal as well as custom tools and models for forecasting and asset/liability modeling. We analyze plan risk dynamics, plan design changes, and asset allocation strategies. The analysis helps you chart a sound financial course for the future.
Merger & Acquisition Support
In the fast-paced world of mergers and acquisitions, employee benefit programs are often overlooked... and this can become a very expensive omission. We can help you at every step, from strategic assistance at early stages, to due diligence review and financial modeling, to final implementation.
PBGC Premium Audit
Our PBGC Audit is a service that can uncover refundable PBGC overpayments with no direct cost to you unless we uncover overpayments. It can prove extremely rewarding in the short term, and then save your company money year after year. For more information on the PBGC Premium Audit, please click here.