Actuarial & Benefits Consulting

Whether you're a private or public sector employer or a non-profit organization, with 10 or 10,000 employees, we deliver an unmatched knowledge of the changes and challenges of the new world of pensions.

Our full range of services include plan design, funding strategies, OPEB, valuations, asset liability modeling, experience studies, benefit calculations, employee communications: basically, everything you need to insure your plan is cost-effective, meets all statutory and regulatory requirements, and most importantly, achieves your company's goals.

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Fundamental to the success of any pension plan are the core actuarial services that support your defined benefits plan, including:

  • Actuarial Valuations/Reports including:
    • The funding status of the plan
    • The cash contribution requirements
    • FASB disclosure items
    • Governmental filing and schedules
  • Discrimination Testing
  • Experience Studies
  • Postretirement Benefits
  • Budgeting/forecasting
  • Benefit calculations
  • Participant statements
  • Compliance issues
  • Legislative updates
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Our approach to working with our clients is elemental: we provide everything you need to insure your plan is cost-effective, meets all statutory and regulatory requirements, and most importantly, achieves your company’s goals. Services include:

  • Plan design changes
  • Transitioning plans
  • Plan rollout and communications
  • Cost estimates
  • Early retirement windows
  • Union negotiations
  • Custom on-site benefit calculators
  • Merger and acquisition analysis
  • Plan terminations
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Postretirement Benefits – GASB 74, 75

Our consultants are experts on all aspects of GASB 74 and 75. We are actively assisting public sector clients, large and small, with the GASB rules and funding. Our consulting team includes both pension and healthcare experts. Services include:

  • Valuations
  • Plan Design and Changes
  • Funding Strategies
  • Participant Communications
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Pension Outsourcing Program

The elements of a successful pension plan lie in its data and the ability to proactively identify challenges before they become issues. Our Pension Outsourcing Program is a revolutionary concept that helps plan sponsors better manage their retirement plans by choosing only the level of service they need - Basic, Premier, Premier Plus and Comprehensive. Whether you’re looking for basic online viewing rights, more advanced features such as online benefit calculations, or the efficiency of a full-service model that lets us manage your complete program, we have a solution that is right for your business.

But data is just data without the ability to delve into the core elements and make sense of how to utilize it to make a difference. Pension Outsourcing is driven by PensionEdge Plus, a fully customizable portal that gives plan sponsors control over plan data. Using secure technology, plan sponsors can view all participant information in one location, plus quickly query reports. PensionEdge® Plus features:

  • Configurable data access
  • Paperless documents
  • Real-time participant reports
  • Online newsfeed and communications
  • Worktrack – an online assistant that provides you and your staff with maximum efficiency
  • SaaS security
  • No hardware or software to purchase

PensionEdge® Plus lets plan sponsors and participants access their pension data from any computer with internet access. Easy to navigate user guides provide support to everyday questions.

Pension Outsourcing and PensionEdge® Plus provide plan sponsors with all of the essential components needed to ensure efficient and accurate maintenance of their pension plans.