Pension Plan Audits
Affordable independent pension plan reviews for today’s plan sponsors.
Are your plan’s strategies helping you reach your goals? From preparing for a compliance review, to performing data cleanup, an unbiased actuarial audit can give you peace of mind.
Get an actuarial review with your best interest in mind
A pension plan audit by an independent actuary is critical for plan sponsors to understand and manage their plan’s risks. During your actuarial review, our experts will confirm your strategies align with your long-term goals and highlight any inefficiencies to suggest how you can save money and achieve your desired outcomes.
Leave data concerns behind
Our proprietary pension forensicsSM tools do not require your data, making a second opinion quick and inexpensive. Some of the characteristics we analyze in a pension plan audit include:
Plan Funded Status
How well funded is your plan? How does that compare to other companies?
Plan Expenses
Are you paying more in plan expenses than you need to be paying? We can help you identify these and reduce them.
PBGC Premiums
How are you managing rising premiums? Are there strategies you can employ to reduce these
Contribution Policy
Are you making contributions at the best time to optimize your plan or could you be operating more efficiently?
Actuarial Assumptions
Are the underlying actuarial assumptions of your plan appropriate? We can help ensure your plan is operating efficiently.
Plan Termination Costs
If you are looking to terminate your plan are you making the best decisions today to enable termination in the future?
Contact Brain Donohue
Brian is here to help if you have any questions on how our Independent Actuarial Review solutions can support your needs.