Defined Benefit Plans: Corporate & Non-profit

Simplify your pension plan

Pension services:
  • ERISA and FASB ASC actuarial valuations
  • Plan Design and Projections
  • Signature-ready IRS Form 5500 and 8955-SSA filings
  • PBGC Premium Filings
  • Annual Funding Notice and Employee Communications
  • Participant Retirement Paperwork
  • Total Retirement Outsourcing – web, hotline and email access
  • Corporate, non-profit, and multi-employer
  • Cash balance plans
  • Full Derisking and Plan Termination Services, including group annuity purchases
  • Nondiscrimination Testing
  • Plan Document Services

Our difference

Creative Consulting
We’ll be alongside you throughout the changing life of your plan. Whether it’s derisking strategies, instituting lump sum windows, or a plan termination, we’ll be there.

Let us do the heavy lifting
A true partner – we are able to provide a total retirement outsourcing service. Removing your typical burden and cost.

Technology & Customization
You’ll have a dedicated team committed to your success and the unique needs of your plan. We back our plans with an IT infrastructure, designed to offer custom solutions to our clients.

Staff of True Experts
Our credentialed staff is one of the largest of its kind. Behind all of those credentials is a group of individuals dedicated to serving their clients and providing a premier level of service.

Simplify your
pension plan’s administration

Questions? Let us help you simplify the complex!

“I have had the opportunity to work with a lot of actuaries over the years. Your people posses an unmatched ability to take complex issues and explain them in a way that allows us, in turn, to communicate these issues to our employees in clear, concise and understandable terms.”

Kieran Hull, Director of Human Resources
Capital Blue Cross

Defined Benefit Plans: Corporate & Non-profit: Get to know our specialists