Nicolay Consulting Group brings you the full range of retirement consulting services
- Regular, in-person meetings with management and pension/finance boards to help explain where your plan is, where it is going, and proactively explain potential risks.
- Review your program strategy to ensure that your benefits support your business objectives.
- When the time is right, we can implement plan design changes from fine-tuning to complete overhauls. We handle everything from design to document writing to IRS filings, as you choose.
We work with plan sponsors to design a customized administration solution that meets the needs of their organization. Our services include:
- High-touch interaction with each plan participant to answer questions and help file claims for benefits.
- Online tools that allow participants to access pension plan information, run benefit estimates and make benefit requests that include initiating commencement of their benefits.
- Knowledgeable administration professionals will work with your actuary to address administrative issues related to your Plan.
A team of consultants are available personally and by phone to respond to our clients immediately. Our staff has expertise not only in our work, but also in the culture of our religious and other non-profit clientele.
- Actuarial valuation of pension and postretirement welfare benefits for use in funding and financial reporting.
- Credentialed actuaries who adhere to the appropriate Actuarial Standards of Practice are engaged in all deliverables.
- Cost projections of anticipated changes to help clients understand the impact of changes to plan design, funding and investment policy, and new legislation.
