Retirement Benefits

As the stock market declined, so did the retirement assets and funding levels of many retirement plans. We understand the importance of retirement plans and the impact under-funded plans have on an organization’s financial position.

Our retirement practice delivers solutions to a broad range of issues related to the overall management, design and funding of retirement, postretirement and capital accumulation plans. We retain a staff of actuaries and retirement consultants with expertise in both qualified and nonqualified plans including supplemental executive retirement plans. Our services range from single purpose studies to long-term solutions and include:

• Actuarial Valuations
• Qualified and Nonqualified Plan Design
• Asset/Liability Modeling
• Plan Administrator Selection and Evaluation
• Alternative Funding Arrangement Analysis
• Compliance Testing and Filings
• Financial Accounting/Reporting
• Replacement ratio Analysis
• Retirement benefit statements
• Benefit calculations for defined benefit plans