Services

The following is a list of some of the areas in which we provide actuarial and consulting services.

Valuations

  • Funding
  • Accounting
  • Second Opinion Studies
  • Experience Studies

Benefit Administration and Communication

  • Plan Documents
  • Summary Plan Descriptions
  • Litigation Support
  • Software Tools
  • QDRO Review
  • Administration Manuals
  • Participant Notices
  • Participant Education

Plan Design

  • Pricing Benefit Changes
  • Merger Studies
  • Funding Improvement / Rehabilitation Plans
  • Insurance Carrier Negotiations

Compliance

  • Changes in Legislation
  • Government Forms
  • Withdrawal Liability / Settlements
  • Plan Terminations
  • Determination Letter Filings
  • Nondiscrimination Testing

Forecasts and Projections

  • Modeling
  • Cash Flow
  • Funding and Accounting Projections
  • Asset-Liability Studies

Professional Development

  • Training
  • Education
  • Seminars