Actuarial/Retirement Plan Services


Actuarial Solutions:

  • Actuarial Valuations are the core of annual services:
    • Defined Benefit (DB) Plans
    • Other Post-Employment Benefit (OPEB) Plans
  • ERISA Funding Calculations
  • ERISA Actuarial Certifications
  • Plan Design Reviews
  • Plan Cost Projections
  • Actuarial Method and Assumption Reviews
  • Actuarial Audits
  • Funding Reviews
  • Financial Accounting Standards (FAS) 87, 88, 132, and new 158 determinations for DB Plans
  • FAS 106, 112, 132 and new 158 determinations for OPEB Plans
  • Government Accounting Standards (GAS) 25 and 27 actuarial determinations for DB plans
  • GAS new 43, 45 and 47 actuarial determinations for OPEB Plans
  • Executive Retirement Plans

Retirement Plan Solutions (Administration):

  • All required Annual Government Filings for ERISA plans
    • IRS: Form 5500 Package Preparation
    • PBGC: Premium Filing Preparation
  • Benefit Calculations (DB plans) for Retiring and Terminating Employees
  • Non-Discrimination Testing
  • Recordkeeping
  • Pension Benefit Statements
  • Employee Plan Communications
  • Other Required Plan Disclosures and Filings
  • Plan Terminations

For more information about how BCG can help your company with Actuarial and Retirement Plan Services, please contact Dave Boomershine at This e-mail address is being protected from spam bots, you need JavaScript enabled to view it , 410-418-5567 or complete the request form under Contact US.