Headquarters
127 Washington Avenue
West Wing, PO Box 478
North Haven, CT 06473
Tel: (203) 234-2229
Fax: (203) 234-8369
Defined Benefit Plan & Actuarial Services
For those seeking Defined Benefit Plans, our consultants can set up and administer salary-related plans, plans integrated with Social Security, account-based pension plans (e.g., Cash Balance, Pension Equity, and Life Cycle plans), flat dollar plans, frozen benefit plans, floor/offset plans, and non-qualified plans. We continually monitor the plans we administer to ensure that our clients’ regulatory needs are met. This team is involved in plan design, compliance monitoring, plan terminations and transfers, and merger and acquisition situations. It also performs the actuarial calculations related to target benefit plans.
We also design and administer sophisticated combinations of Defined Benefit and Defined Contribution plans, which can be appropriate when the objective is to benefit key individuals.
Services Include:
- Actuarial valuations
- IRS Form 5500 Schedule B certification
- Retirement benefit projections
- Actuarial certification on post-retirement medical benefits
- Calculations for Auditors in accordance with FASB Statements 106 and 132 for Post-Retirement medical life insurance programs
- Design and Administration of HYBRID Plans (including Cash Balance and Life Cycle Plans)
Contact us today about the retirement solution that is right for you.