List of services

• Actuarial Valuation of Defined Benefit Plans including Cash Balance and Combo Plan Arrangements
  
  
• Preparation of signature-ready Plan and Trust documents for all Tax Qualified Retirement Plans and submission of Plan and Trust documents to the IRS requesting a favorable determination letter.
  
  
• Valuation of Post-Retirement Medical Benefits and Life Benefits per FASB Statement 106
  
  
• Preparation of all compliance reporting as required by the IRS, the Department of Labor and the Pension Benefit Guaranty Corporation.
  
  
• Representation at IRS and Department of Labor audits
  
  
• Termination of Retirement Plans
  
  
• Daily Valuation of 401(k) and 403(b) Plans with full Web and VRU Access to Participant and Plan Account Information. Open Architecture design for purchase of mutual funds at NAV.