Scope of Services

Actuarial Services for Defined Benefit/Cash Balance Plans

  • Actuarial Valuation
  • Certification of benefits for terminated and retired participants
  • Combination DB/DC Plans

401(k) Services

  • Insightful Plan Design
  • Government Reporting
  • Compliance Testing
  • Proactive Consultation
  • Plan Document Services

Superior Administration and Compliance Services

  • Preparing plan documents
  • Summary Plan Descriptions
  • Management Reports
  • Discrimination Testing
  • Actuarial Valuations
  • Participant Statements

Cafeteria / Welfare Plan Services

  • Plan document and enrollment support
  • Employee / Employer tax savings analysis
  • Government Reporting
  • Compliance Testing
  • Administration of flexible spending accounts

Other Defined Contribution Plan Services

  • Profit Sharing, Money Purchase, 403(b) Plans, etc.