We take the time to work with our clients and their advisors to tailor new plan designs to fit their unique needs.
Our actuaries are directly involved in every stage of the pension plan design process, ensuring thoughtful plan structuring, clear communication, and ongoing support.
Our plan administrators guide you through every stage of the process. We complete annual administration and valuation, and prepare participant notices, election forms, and tax filings required to maintain compliance with Internal Revenue Service (IRS), the Pension Benefit Guaranty Corporation (PBGC), or the Department of Labor (DOL) requirements.
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.
Our extensive experience with both defined benefit and defined contribution retirement plans enables us to deliver tailored consulting services that enhance the value of existing plans while helping plan sponsors meet their fiduciary and regulatory obligations.
We determine the value of retirement plan in particular pension plan in divorce. We work closely with attorneys in drafting Domestic Relations Orders (DROs) and Qualified Domestic Relations Orders (QDROs).
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