Retirement Consulting
Unique Perspectives and Unbiased Advice
Actuaries and pension specialists who provide coordinated retirement plan service that reduce administrative burden, mitigate risks, and provide a quality participant experience. We provide guidance in all areas of retirement benefits including plan design, pension risk transfer, forecasting and cash flow planning, and plan termination.
Retirement Plan Consulting Services
- Traditional Defined Benefit Plan Services
- Cash Balance and other Hybrid Plan Services
- 401(k) Plan Services with Precept Advisory Group
- Actuarial Valuations
- FASB and GASB Reporting
- Benefits Administration and Outsourcing
- De-Risking Pension Plans
- Plan Termination Support
- Forecasting and Cash Flow Planning
- Asset/Liability Modeling
- Post-retirement Medical and Life Insurance Services
- Participant Communications
- Plan Design
- Mergers and Acquisitions
Ready to Get Started?
Our approach begins with understanding your needs and goals, so please contact us to get started.
Insights
Newsletters
November 2024 Employee Benefits NewsletterRead More
Newsletters
October 2024 Employee Benefits NewsletterRead More
White Papers
Compliance Q&A: Affordability Safe HarborsRead More
Newsletters
September 2024 Employee Benefits NewsletterRead More
Newsletters
August 2024 Employee Benefits NewsletterRead More
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