Defined Benefit Plans: Corporate & Non-profit

Simplify your plan – Our pension services include:

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

Pension consulting – How we’re different:

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.