Services

Plan installation

· Design of pension plans

· Preparation of plan document and Summary Plan Description

· Application for qualified plan determination from the IRS

Annual plan maintenance

· Calculation of minimum required and maximum deductible contributions

· Determination of liabilities under FASB Statement Nos. 35 and 158

· Preparation of annual government filings, participant benefit statements, and FASB disclosure exhibits

· Testing for nondiscrimination in coverage and benefits

· Assistance with plan audits

· Communication of legislative and regulatory changes and their practical impact

Special consulting and actuarial calculations

· Preparation of benefit certifications for terminated and retired participants

· Redesign of plans to meet management’s retirement plan goals and objectives

· Determination of curtailment and settlement accounting under FASB Statement No. 88

· Calculation of estimated plan termination liabilities

· Projection of future liabilities and plan costs

· Experience studies and recommendations for assumptions

· Development or review of employee communications, including Summary Plan Descriptions and “204(h) Notices”

· Independent review of accounting requirements under applicable FASB, IASB, and GASB Statements, including actuarial assumptions used and reasonableness of liabilities

Plan termination

· Preparation of required plan amendments, employee communications, and government filings

· Calculation of participants’ benefits

· Assistance with liquidating plan assets

· Consulting on future retirement arrangements

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