For a project to be successful, a pension plan consultant
must adjust to the plan sponsor’s needs—not the other
way around. Therefore, each of our plans is custom designed.
We do not rely on generic solutions or imitate other projects.
We approach every assignment knowing that each plan sponsor’s
needs are different from those of any other plan sponsor. We
must be creative, even intuitive, more often than not.
Our services encompass the design, implementation, administration
and actuarial valuation of all types of qualified and non-qualified
defined benefit and money purchase pension plans. Some of the
specific functions our consultants may perform include:
Plan design and interpretation advice.
Actuarial valuations for funding purposes and for financial
statement reporting under FAS 87 and FAS 106.
Plan document writing, digests and booklets.
Database manipulation and purification.
Custom benefit statement production.
Outsourcing of claims processing and other administrative
duties on a partial or full basis.
Investment policy writing.
Investment manager search.
Investment performance measurement.
Legal compliance and oversight through a long-term alliance
with expert legal counsel.
Filings with the IRS for private letter rulings and determination