The number of retiree welfare plans has decreased dramatically over the years, due in large part to escalating medical costs. These plans require creative solutions to effectively manage the costs and human resource issues.

There are many considerations when deciding on design and funding retiree welfare plans. The experience of our consultants enables us to navigate our clients through difficult decisions and respond quickly to changing regulatory and business climates.

We offer the following welfare plan services:

Actuarial valuations under FAS 106, FAS 112, and GASB 45
Plan design analysis
Actuarial certification and communication under Medicare Part D
Funding alternatives
IBNR reserves for self-insured group medical plans


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