What We Do

Consulting

• Plan Design Consulting
• Contract Negotiation
  
  

Support

• Cash Balance Conversions
• Participant Education Services
• Plan Termination Services
• Plan Documents
• Annual Meetings to Review Valuation Report and Benefit Strategies
  
  

Administration

• Actuarial Valuations
• SFAS #35, #87, #132
• Form 5500
• PBGC Forms
• Benefit Calculations for Retirees
• Web-based services for Participants
  • Summary Plan Description
  • Administrative Forms
  • Pension Web Estimator Demo

Custody
Services provided through Community Bank, N.A

• Lump Sum and Monthly Benefit Remittances to Retirees
• State and Federal Tax Withholding and Filing
• 1099-R Reporting