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Among our broad range of consulting and compliance services, our thorough defined benefit plan administration services include, but are not limited to the following:

  • Customized plan design and installation
  • Preparation of plan documents and ongoing legislative/regulatory updates
  • Annual valuation with actuarial certification
  • Calculation of an employer contribution range
  • Annual participant notifications
  • Preparation of Form 5500 Annual Return/Report and Schedule SB Attachment
  • Benefit amendments
  • Preparation and filing of forms with the PBGC
  • Processing of participant distributions

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Actuarial Services