Defined Benefit Actuarial Services
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
