Actuarial Services

Actuarial Services

Our deep bench of seasoned, credentialed actuaries
provides comprehensive actuarial services for all types
of programs - from cash balance and traditional
defined benefit plans to SERPs and other non-qualified

Meaningful Information

While other actuarial firms frequently treat these assignments as low-margin tasks, we see enormous value in these services, and we strive to provide meaningful information and support for plan sponsors.

A sample of our services include

  • Actuarial valuations and support, including funding and accounting calculations and disclosures
  • Forecasts and projections, helping our clients 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, including government filings, communication and disclosures to plan participants, nondiscrimination testing, top heavy testing, and accrual rule satisfaction
  • Consulting on new or pending legislation, navigating through complex rules to develop solutions and plan designs that create a "win-win" for sponsors and their employees
  • Plan termination support, including regulatory filings, termination calculations and independent annuity provider search and analysis. We will help simplify this often laborious process for you, so that you are meeting important deadlines efficiently and making financially prudent decisions.
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Latest News:

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