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Sponsoring and maintaining a defined benefit pension plan can be a daunting task. However, these plans can also be an effective tool in helping an organization further their business objectives.
Our consultants separate themselves with the ability to effectively communicate complex concepts into understandable business solutions. This process is facilitated by open, proactive dialogue.
We offer comprehensive defined benefit plan services, including:
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Actuarial valuations to determine minimum and maximum funding requirements | |
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Pension expense and disclosure determination under FAS and IAS | |
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Benefit calculations and administrative forms | |
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Government forms | |
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Benefit statements | |
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Non-discrimination testing | |
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Plan design analysis | |
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Plan document and SPD preparation | |
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Merger and acquisition analysis | |
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Plan termination, including annuity purchase services | |
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Employee communication seminars | |
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Legislative updates | |