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.
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.