Defined Benefit Plans: Corporate & Non-profit

Access to reliable experts who simplify the complexity of your pension plan

Your partner in building a successful retirement program for you and your employees

We’ll navigate you through the challenges of an ever-changing pension environment

You’ll have access to a team of trusted experts, including 30 credentialed actuaries and an ERISA attorney

Big firm capabilities with a small firm feel- building a lasting relationship with you is important to us!

Ask us a question! Our firm was built on simplifying the complex.

Our partnership starts with a comprehensive solution

  • 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, cash balance, multi-employer and cash balance expertise
  • Full Derisking and Plan Termination Services, including group annuity purchases
  • Nondiscrimination Testing
  • Plan Document Services

Smart professionals. Personal service. A pension team that has your back.


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