Products and Services
Actuarial Valuations
We perform ERISA and FAS 87,106 and 112 valuations for pension, retiree, medical and related plans, plus sophisticated pricings for all types of ad hoc purposes. Our plan valuations include our unique Actuarial Roadmap, which shows you where your plan is today - and where it's headed! We use ProVal, the valuation software developed by WinTech. ProVal also allows plan sponsors to analyze data, price plan modifications and model economic changes easily.
Plan Administration/Outsourcing
How would you redefine your Defined Benefits Administration? Many of our clients desired more flexibility and customization. Others were more interested in lowering costs by automating as much work as possible. All of our plan sponsors wanted to improve participant ease-of-access and understanding of retirement benefits. For more information, please click here.
Retirement Plan Designs
We specialize in strategy, design, and implementation of defined benefit, cash balance, and choice plans, plus all types of retirement plan changes. Benefit Blueprint, our unique visualization tool, adds value to our strategy and design studies. It affords plan sponsors insights into data trends which might not otherwise be noticed. Among the plans we offer is our innovative REV Plan, which lets employees Retire with Extra Value.
Form 5500 & PBGC Filing
The obligation to meet governmental reporting requirements stands among the most fundamental duties imposed on employers who sponsor and administer employee benefit plans. In the last few years, the IRS and other federal agencies have made significant announcements that relieve employers of certain annual reporting obligations and of some of the burdens in correcting past failures to meet these obligations. We can assist you and your plan administrator with completing your Form 5500 correctly and efficiently. For more information, please click here.
Nondiscrimination Testing
As a result of acquisitions and plan freezes, company pension plans have increased in complexity and so have their nondiscrimination testing needs. We are experienced in testing all kinds of pension plans either on a benefits or contributions basis. Whether you require testing for basic compliance or wish to maximize your qualified plan deferrals, we can help.