Actuarial Services

Whether you’re looking to achieve greater flexibility and control over your retirement liabilities, enable employees to customize their retirement income strategy or better mitigate long-term pension plan risks, our comprehensive lump-sum window services can help.

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 nondiscrimination, compliance and reporting requirements for defined benefit 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 you have on how our actuarial services can better support your needs.

Contact Tom