Corporate Entities and Non-Profit Organizations
- Annual actuarial valuation, including all reports, notices, certifications, statements under FASB Standards and signature and/or filing-ready government forms
- Consulting services including (but not limited to) plan design reviews, assumption studies, projections, testing, and cost management strategies
Defined Benefit Plans - Actuarial Valuations and Consulting
Other Post-Employment Benefit (OPEB) Programs
- OPEB annual actuarial valuations
- ASC #715 Financial Statement calculations and disclosures reports
- Consulting related to OPEB management strategies
Other Services
- SERP valuations and design
- Plan freezes and de-risking consulting
- Pre-Termination services for frozen plans
- Merger, acquisitions and divestures consulting
- Actuarial audits and independent actuarial reviews
- Benefit and replacement ratios analysis
- Plan Administration services and consulting
