Services We Offer
We are ready to assist you in the following areas:
- Valuation of Retirement Plans
- Schedule 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
- Self Insured Plans
- VEBAs
- Disability Plans
- FASB disclosure calculations
- Plan Termination Services
- "Back Office" Support for TPAs
- Non Discrimination Testing
- Experience and Reserve Studies