Actuarial Services

Our consultants and actuaries can help you design a Pension Plan that will best accomplish your objectives. In doing so, we can provide you with comprehensive actuarial reports showing funding alternatives, employee benefit listings, accounting costs, income-replacement ratios, etc.

At a minimum, our actuarial consulting services include:

  • Qualified plans, SERPs, other post-retirement benefit plans
  • Plan design and implementation
  • Development of actuarial assumptions and funding methods
  • Computation of Accrued and Vested Benefits
  • Valuation of assets and liabilities
  • Analysis of past experience and forecasts of future costs
  • Emerging liability studies
  • Special benefit studies / Early Retirement Windows
  • Enrolled actuary certification
  • Plan termination calculations
  • ASC 715 Accounting Cost
  • GASB 27 and 45 Accounting Cost

Administrative services include:

  • Calculation and certification of individual retirement benefits
  • Preparation of annual filings required by the IRS and PBGC
  • Maintenance of employee database
  • Non-discrimination testing

As your pension consultant, we will analyze your needs and objectives and make recommendations and suggested changes where necessary. Our expertise in the retirement field enables our clients to obtain maximum return for their benefit dollar.

Actuaries. Consultants. Administrators.