Defined Benefit Plans
Actuarial Services
We offer a full range of actuarial services, including annual actuarial valuations and reports, which document:
| the funding status of the plan | |
| the cash contribution requirements | |
| IRS and PBGC information - filings and schedules | |
| disclosure items |
Consulting Services
Our consultants have expertise and experience in a variety of areas, which
allows us to offer consulting services such as:
| plan design | |
| cost estimates for plan changes | |
| special early retirement window programs | |
| supplemental executive retirement plans | |
| merger and acquisition work |
Technology Services
We translate current technology into working applications to assist our clients with their plan administration. Some of those applications are:
| DB PensionEdge® – via our website we can provide a convenient source of online pension information for both plan sponsors and participants. Pension information can be accessed by active plan participants and sponsors through our special secure website called "DB PensionEdge." Click here for more information | |
| Benefit Calculators - for those clients who wish to handle their own benefit calculations and retirement processing in-house, we have several available solutions. They range from simple spreadsheets to custom calculators. |
Administrative Services
We assist clients by providing complete and accurate administrative services
including:
| benefit calculations | |
| individual pension benefit statements | |
| complete retirement plan outsourcing via our PensionEdge system |

