Services Provided

• Plan Design Consulting and Annual Administration
  • Defined Benefit Plans – Corporate, Keogh, Public Retirement Plans
  • Defined Contribution Plans – Profit Sharing, Money Purchase, 401(k), Target Benefit Plans
• Plan Design and Consulting of
  • Cafeteria Plans – Flexible Spending Accounts, Premium Only, etc.
• Annual Plan Administration
  • Participant Record-Keeping
  • Plan Accounting
  • Government Compliance (IRS Form 5500)
• Plan Termination Administration Including PBGC Distress Termination Calculations
• Second Opinion Calculations
  • Review of Prior Consultants’ and Actuaries’ Calculations
• Litigation Support
• Individual Retirement Planning Consulting
  • Minimum Distribution Calculations
  • Maximum Distribution Calculations
  • Excise Tax Projections

We strive to complement the services to our clients with the services provided by their current advisers. Our final result is a comprehensive plan and report to be used in the integration within the total human resource objective.