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Defined Benefit Plans

Actuarial Services

Hooker & Holcombe, Inc. offers 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 secure website, we can provide a convenient source of online pension information for both plan sponsors and participants.
    Learn more about the DB PensionEdge
  • 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