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Our Services
Core Actuarial Services
  • Actuarial Valuations/Reports including:
    • the funding status of the plan
    • the cash contribution requirements
    • FASB disclosure items
    • governmental filing and schedules
  • Discrimination Testing
  • Experience Studies
  • Postretirement Benefits
  • Budgeting/forecasting
  • Benefit calculations
  • Participant statements
  • Compliance issues
  • Legislative updates
Consulting Services
  • Plan design changes
  • Transitioning plans
  • Plan rollout and communications
  • Cost estimates
  • Early retirement windows
  • Union negotiations
  • Custom on-site benefit calculators
  • Merger and acquisition analysis

Internet Capabilities
DB PensionEdge – participant and sponsor information via secure website

Retirement Plan Outsourcing
  • Internet based
  • Call Service Center
    • Participant
    • Sponsor
  • Benefit calculations
  • Participant statements
  • Forms preparation and filings