Hooker & Holcombe - Defined Benefit Plans
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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

 

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