We perform the following pension advisory services:

Defined Benefit Plans

  1. Pension valuation on GAAP and ERISA funding basis (qualified and non qualified)

  2. Audit

  3. Mergers and Acquisition Diligence and Implementation

  4. Pension plan design

  5. Compliance testing and consulting

  6. Projection of plan costs

  7. Pension statements

  8. Pension benefit calculations

  9. Document preparation and filing

  10. Pension risk transfer (PRT) advisory

  11. Form 5500 preparation

  12. QDRO calculation

  13. Expert witness services

  14. Pension plan terminations

  15. Stochastic modeling

  16. Termination indemnity plans

  17. Cash balance plan services

  18. Multi-Employer plan

  19. IAS 19 Valuation

  20. Investment Management Services

Defined Contribution Plans (401(k) plans and Profit Sharing Plans)

  1. Defined contribution vendor search

  2. Fiduciary compliance review

  3. Investment Advisory services

  4. Third Party Administrator

ESOP

  1. Feasibility Study

  2. Implementation

  3. ESOP Insurance

  4. Repurchase Liability Studies