Actuarial Solutions

Actuarial Valuations are the core of annual services:
- Defined Benefit (DB) Plans
- Other Post-Employment Benefit (OPEB) Plans
Plan Design Reviews
Plan Funding and Cost Projections
Actuarial Method and Assumption Reviews
Funding Policy Development
Government Accounting Standards Board (GASB) actuarial determinations for government sponsored DB plans and OPEB Plans
Actuarial Audits
ERISA Funding Calculations
ERISA Actuarial Certifications
Executive Retirement Plans and financial reporting
Financial Accounting Standards (FAS) determinations for DB plans and OPEB 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
Other Required Plan Disclosures and Filings
Plan Terminations filings