Actuarial Consulting

We are a full-service pension actuarial and administration firm providing consulting and recordkeeping that extend well beyond the routine annual valuations and regulatory filings.

We actively monitor the funded status of the pension plans we manage and perform actuarial projection to support a wide range of planning scenarios, including:

• Calculations and consulting that improve benefit accumulations, optimize contribution strategies, and plan for distributions
• Plan termination feasibility analysis and DB excess asset strategies
• Evaluations of participant changes and impact on non-discrimination testing 
• Actuarial review and support for financial reporting under FASB Accounting Standards Codification (ASC 715 and ASC 960)