Actuarial Services

Whether you're a private or public sector employer or a non-profit organization, with 10 or 10,000 employees, we deliver an unmatched knowledge of the changes and challenges of the new world of pensions.

Our full range of services include plan design, funding strategies, OPEB, valuations, asset liability modeling, experience studies, benefit calculations, employee communications: basically, everything you need to insure your plan is cost-effective, meets all statutory and regulatory requirements, and most importantly, achieves your company's goals.

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Actuarial

Fundamental to the success of any pension plan are the core actuarial services that support your defined benefits plan, including:

  • 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
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Consulting

Our approach to working with our clients is elemental: we provide everything you need to insure your plan is cost-effective, meets all statutory and regulatory requirements, and most importantly, achieves your company’s goals. Services include:

  • 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
  • Plan terminations
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Postretirement Benefits – GASB 74, 75

Our consultants are experts on all aspects of GASB 74 and 75. We are actively assisting public sector clients, large and small, with the GASB rules and funding. Our consulting team includes both pension and healthcare experts. Services include:

  • Valuations
  • Plan Design and Changes
  • Funding Strategies
  • Participant Communications