Retirement Consulting
Unique Perspectives and Unbiased Advice
Actuaries and pension specialists who provide coordinated retirement plan services 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
February 2025 Employee Benefits NewsletterRead More
Webinars
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Success Stories
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Newsletters
January 2025 Employee Benefits NewsletterRead More
Newsletters
2024 Q4 Pharmacy Insights NewsletterRead More
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State-of-the-art solutions to make sure you’re compliant with COBRA regulations.
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Better employee health and well-being, improved productivity, and lower costs.
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