Consulting Services

Our retirement plans consulting practice provides a full range of actuarial services.

Our retirement consulting practice, consisting of senior actuaries with significant past experience with Fortune 100 companies, provides the highest levels of expertise and service (at reasonable cost) to our middle market clients located from coast to coast.

Our services include:

Plan Design

  • Defined benefit and hybrid pension plans
  • Defined contribution plans
  • Non-qualified plans
  • Retiree medical, dental, and life insurance plans

Compliance

  • Non-discrimination testing
  • Government filings and requirements
  • Plan terminations and conversions
  • Mergers and acquisitions

Actuarial Valuations

  • ERISA funding
  • Accounting (International as well as SFAS 87, 88, 106, 112, 132 & 158)
  • Non-qualified plan funding

About Our Firm

By understanding our clients and the HR advisory consulting industry, we help you evaluate the best course of action.

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