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Our professionals provide consulting assistance for a variety of pension plans and post retirement planning and guidance.
Our Services Include:
- Plan Design
- Compliance Monitoring
- Plan Terminations and Transfers
- Mergers and Acquisitions
- Actuarial Valuations
- FASB Requirements (FAS 87, FAS 106, FAS 158)
- GASB Requirements
- Pension Expense Forecasting
- Form 5500 and Required Schedules and Attachments
- Required PBGC Premium Payments
- Annual Funding Notices for Plan Participants
- Administrative Services
- Pension Benefit Statement and Estimate Preparation
- Assist in Union Negotiations Preparations
- Preparation of Total Reward Statements
- Compliance Document Preparation (e.g., Plan Documents, Amendments, QDRO’s, and Compliance Issues)
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