• Advising on retirement plan philosophy, selection, design and installation
  • Comparing projected benefits under the current retirement plan to those under a re-designed plan and/or possible accumulations under a defined contribution plan
  • Comparing the type and level of services offered by competitors
  • Providing the actuarial services required by ERISA for defined benefit pension plans
  • Strategically testing and regulating to allow plans to maximize contributions within the total imposed limits
  • Preparing comprehensive employee retirement plan reports
  • Preparing all regulatory filings, including Form 5500 and 8955-SSA
  • Assisting in the process of terminating existing retirement plans
  • Providing IRS approved documents
  • Assisting in bringing non-compliant plans back into compliance under the IRS and DOL correction programs
  • Consulting on extraordinary events including mergers, acquisitions, and controlled groups


Informational website for Pension Planning Consultants