We perform the following pension advisory services:

  1. Defined Benefit pension valuation on GAAP and ERISA funding basis (qualified and non qualified)
  2. Pension audit
  3. Pension plan design
  4. Compliance testing and consulting
  5. Projection of plan costs
  6. Pension statements
  7. Pension benefit calculations
  8. Document preparation and filing
  9. Pension risk transfer (PRT) advisory
  10. Form 5500 preparation
  11. QDRO calculation
  12. Expert witness related to pension plans
  13. Defined contribution vendor search
  14. Pension plan terminations
  15. Stochastic modeling
  16. Termination indemnity plans
  17. Cash balance plan services
  18. Multi-Employer plan
  19. IAS 19 Valuation