Client Services

We provide services for the following types of retirement plans

Plan Design

Match a plan to each client’s financial and benefit objectives.

Plan Installation

IRS Approved Documents, employee communications

Plan Administration

All periodic needs; data collection, recordkeeping, contribution calculations, discrimination testing, government returns, employee statements, etc.

Plan Review

Analyze the affect of changes in client objectives or legislation; determine available alternatives.


Annual valuations and actuarial certifications for defined benefit and cash balance plans.

Other Services

  • Representation for plan audits by the IRS or other government agencies.
  • Trust reconciliation services
  • Plan Termination Services, including IRS and PBGC filings.
  • Forensic administration for deficient plans