We provides services in the following areas:
Retirement Plan Services
- Plan Design, Implementation and IRS Submissions
- Periodic ERISA Valuations and Certifications
- FASB 87 Valuations
- Preparation of Employee Statements and Comprehensive Communication Programs
- Preparation of Annual IRS Forms and Other Disclosure Materials
- Special Studies for Modernizing and Maximizing the Effectiveness of Existing Programs
- 401(k) Plan Testing and Recordkeeping
- Document Drafts and Summary Plan Descriptions
- Assistance with IRS and DOL audits
Employee Benefit Plan Services
- Plan Design and Implementation
- Cost Containment Studies
- Insurance Program Analysis
- Flexible Spending Account Programs
- Flexible Compensation Programs
- Actuarial Reviews for Self-Insured Plans
- Document Drafts
- IBNR Reserve Certifications
Executive Compensation
- Development and Funding of Supplemental Retirement Programs
- Design of Incentive Compensation Programs
Litigation Support
We have extensive experience preparing reports and presenting testimony
in court cases involving the evaluation of economic matters.
|
