Services

We are ready to assist you with the following services:

  • Valuation of Retirement Plans
    • Schedule M/S B Certification
    • FASB disclosure calculations
    • PBGC Certifications
    • Determination of Annual Costs
    • Representation in IRS Audits
       
  • Multi-Employer Plan Services
    • Actuarial Valuation
    • Cost and Benefit Studies
    • Merger Analysis
    • Withdrawal Liability Calculations
       
  • Custom Plan Design and Installation
    • Cash Balance Plans
    • Defined Benefit Plans
    • Profit Sharing and Pension Plans
    • "Super Integrated" Plans
       
  • Plan Administration
    • Annual Reports
    • Compliance Monitoring
    • Participant Statements
    • Trust Accounting
    • Plan Documents
       
  • Valuation of Post Retirement Medical Plans

  • Plan Termination Services
     
  • "Back Office" Support for TPAs
     
  • Non Discrimination Testing