RETIREMENT AND PENSION CONSULTING

Defined Benefit Pension Plan Design and Administration

Our Consultants are available to provide design, actuarial and administrative support services for clients desiring higher benefit and contribution levels provided by such plans, or for clients desiring a more traditional monthly pension for its employees. Our services include:

• Actuarial Valuations
• Benefit Statements
• Distribution Processing

If desired, we are also available to prepare all required IRS and PBGC forms.

Defined Contribution Retirement Plans

Our Consultants are available to provide design and administrative support services for Profit Sharing Plans, 401(k) Plans, 403(b) Plans and 457 Governmental Plans. Our services include:

• Annual Reports
• Benefit Statements
• Distribution Processing

If desired, we are also available to prepare all required IRS forms.

Non-Qualified Deferred Compensation Plans

Our Consultants are available to provide design and administrative support services for clients desiring to limit benefits to one or more key employees.