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:

• Plan design and implementation
• Development of appropriate actuarial assumptions and funding methods
• Computation of Accrued and Vested Benefits
• Valuation of assets and liabilities
• Analysis of past experience and projections of future costs
• Calculation and certification of retirement benefits
• Preparation of annual reporting requirements required by the IRS and PBGC
• Maintenance of employee salary and employment records
• Emerging liability studies
• Top-heavy testing
• Special benefit studies
• Enrolled actuary certification
• Plan termination calculations
• FAS 87, 88 and 106 Pension Accounting Cost
• GASB 26 Pension Accounting Cost for governmental organization

We offer online benefit calculations for plan participants. The plan participant can access their individual benefit and calculate their current accrued benefit and projected normal retirement benefit over the internet. As an option, this information is also available to the Employer’s Human Resources Department.

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.