Actuarial Services for Defined Benefit/Cash Balance Plans
- Actuarial Valuation
- Certification of benefits for terminated and retired participants
- Combination DB/DC Plans
- 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.
