Many plan sponsors find that their annual profit sharing and 401(k) contributions simply do not provide for the level of deduction that meets their company’s annual needs.

Defined benefit and cash balance plans provide for larger annual contribution deductions while accelerating retirement savings for targeted individuals.

Our actuarial team creates custom plan designs to meet a variety of plan sponsor objectives. All of our actuarial work is prepared and certified in-house – enabling efficient turnaround, attentive consulting, and personalized solutions.

Our actuarial services include:

  • Defined benefit and cash balance plan administration
  • Contribution calculations
  • Combined non-discrimination testing with defined contribution plans
  • Preparation and certification of government filings (ie – Form 5500 with actuarial Schedule SB)
  • PBGC premium calculation and preparation of associated filing
  • Custom plan designs
  • Actuarial studies and projections
  • Defined benefit and cash balance plan takeovers
  • Plan termination services