Services
Plan installation
-Design of pension plan
-Preparation of plan document and Summary Plan Description
-Application for qualified plan determination from the IRS
Annual plan maintenance
-Calculation of minimum required and maximum deductible contributions
-Preparation of annual government filings, participant benefit statements, and FASB disclosure exhibits
-Compliance testing under Internal Revenue Code §§410(b), 401(a)(4), 401(a)(26), 415, and 416
-Assistance with plan audits
-Communication of legislative and regulatory changes and their practical impact
-Preparation of discretionary and interim plan amendments
Special consulting and actuarial calculations
-Preparation of benefit certifications for terminated and retired participants
-Redesign of plans to meet management’s retirement plan goals and objectives
-Calculation of estimated plan termination liabilities
-Projection of future liabilities and plan costs
-Development or review of employee communications, including Summary Plan Descriptions and
“204(h) Notices”
Plan termination
-Preparation of required plan amendments, employee communications, and government filings
-Calculation of participants’ benefits
-Assistance with liquidating plan assets
-Consulting on future retirement arrangements
-Design of pension plan
-Preparation of plan document and Summary Plan Description
-Application for qualified plan determination from the IRS
Annual plan maintenance
-Calculation of minimum required and maximum deductible contributions
-Preparation of annual government filings, participant benefit statements, and FASB disclosure exhibits
-Compliance testing under Internal Revenue Code §§410(b), 401(a)(4), 401(a)(26), 415, and 416
-Assistance with plan audits
-Communication of legislative and regulatory changes and their practical impact
-Preparation of discretionary and interim plan amendments
Special consulting and actuarial calculations
-Preparation of benefit certifications for terminated and retired participants
-Redesign of plans to meet management’s retirement plan goals and objectives
-Calculation of estimated plan termination liabilities
-Projection of future liabilities and plan costs
-Development or review of employee communications, including Summary Plan Descriptions and
“204(h) Notices”
Plan termination
-Preparation of required plan amendments, employee communications, and government filings
-Calculation of participants’ benefits
-Assistance with liquidating plan assets
-Consulting on future retirement arrangements