PLAN SERVICES

• Annual valuation
• Compliance testing
• Contribution calculation
• Benefit statements
• Recordkeeping
• Annual employee notices
• IRS and PBGC annual reporting
• Plan amendments
• Plan restatements
• Plan conversion
• Plan termination
• Audit support
• Benefit calculations

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PLAN IMPLEMENTATION

• Create legal plan documents
  
• Create participant communications
• Prepare IRS new plan forms
• Establish plan trust and trust tax identification number
• ​Code final benefit plan provisions for valuation​

ACTUARIAL OUTSOURCING

• Partner with TPA firms as a Defined Benefit support team
  
• Varying levels of involvement available to cater to your desired service model
• Billable structure options designed to integrate seamlessly with your process
• Availability for proposals to help build your Defined Benefit block of business
  

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PLAN ADMINISTRATION

• Gather annual business and employee census information
  
• Discuss any changes in plan sponsor objectives 
• Calculate any required minimum contribution
• Complete required government reporting
• Maintain plan document and participant notices pursuant to IRS and DOL regulations
  

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PLAN DESIGN

• Due diligence meeting with plan sponsor and advisory team regarding financial, tax, employer, and other pertinent issues
  
• Construct ideal plan design to fit client plan sponsor objectives and budget
• Deliver plan proposal to explain options and recommendations
• Discuss plan proposal and any questions or concerns prior to implementation

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PLANS SERVICED

• Defined Benefit Plans
• Defined Contribution Plans
  
• Hybrid DB and DC Plans
• Combination Plans
• ​Stock Bonus Plans
  

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