Design Services
Design and prepare documentation for defined benefit, defined contribution, 401(k), 403(b), Section 125, ESOP, fringe and welfare benefit plans and nonqualified plans.
Consulting Services
Plan termination, reorganization of poorly administered and regulation compromised plans, plan mergers and acquisitions, valuation for marital dissolution. ERISA compliance analysis. Assisting the plan sponsor with the selection of investment choices utilizing objective techniques and criteria.
Administrative Compliance Services
Defined benefit plan and municipal plans actuarial services. 401(k) and 403(b) compliance testing. Testing of age-weighted and cross-tested plans.
Audit Preparation Services
Preparation of all documents required by the plan’s auditors minimizing the plan sponsor’s staff involvement.