Actuarial Services Created with Sketch. Actuarial Services

Comprehensive services for all types of plans — from Cash Balance and traditional Defined Benefit plans to SERPs and other Non-Qualified arrangements

At our core, we are a firm of Actuaries

Our seasoned, credentialed actuaries provide comprehensive actuarial services around a variety of plan issues.
Some of the projects we consult on are:

Forecasts and Projections

We help you understand how actuarial calculations evolve due to changes in underlying interest rates, short- and long-term asset returns, alternate asset allocation strategies, plan design improvements, and demographic experience.

Compliance Support

We are experts in navigating the complex non-discrimination, compliance and reporting requirements for defined benefits plans.

Plan Termination Support

We simplify the often time consuming process of terminating a plan, providing assistance with regulatory filings, termination calculations, and independent annuity provider search and analysis.

Consulting On New Or Pending Legislation

Get assistance navigating through complex rules to develop solutions and plan designs that create a “win-win” for you and your employees.

Actuarial Valuations and Support

This includes funding and accounting calculations and disclosures.

Contact Tom Miano

Tom is here to answer your questions on how our Actuarial Services can support your needs.

Contact Tom