The
Hooker & Holcombe philosophy and overall approach to consulting assignments
is highlighted by our commitment to the client. We are dedicated to providing employers
with responsive, accurate, and creative services that add clear value.
We provide consulting, actuarial, investment advisory and administrative services
for all types of employee retirement plans.
Types of Employee Retirement Plans:
- Traditional Defined Benefit Plans
- Cash Balance Plans
- 401(k) Plans
- Money Purchase Pension Plans
- Age-Weighted Profit Sharing Plans
- Supplemental Executive Retirement Plans (SERP)
- Target Benefit Pension Plans
- Profit Sharing Plans
- Employee Stock Ownership Plans
- Post-Retirement Health Benefits
We provide retirement plan services to:
- Corporate employers
- Non-profit organizations
- Government agencies
- Hospitals and churches
Our expertise includes:
- Assessment of design alternatives
- Determination of financial implications of plan provisions, changes, features, etc.
- Administration
- Compliance work
- Assistance with labor negotiations
- Analysis of employee benefit packages
- Review of existing programs to determine whether they meet desired objectives
- Advice on modification of existing plans or design of new plans to meet objectives
- Determination of actuarial funding levels and cost estimates for benefit alternatives
- Retirement outsourcing services
- Employee communications
- Investment advisory and Asset management services