Annual Actuarial Valuations and Benefit Statements
Schedule SB certification
(We do not certify actuarial valuations run out of our office)
Annual AFTAP Certification
Combined Plan Testing
Profit Sharing Cross Testing
Cash Balance Plans
PBGC Comprehensive Premium Filing
(For an additional fee we can complete the electronic filing)
Plan Terminations
(Our involvement with plan terminates can range from benefit calculations all the way to complete IRS and/or PBGC submissions from our office)
PBGC Annual Funding Notice
Plan Document Consulting
(We do not sponsor plan documents. If your firm does not sponsor a Defined Benefit Plan document we can assist you in securing one for your clients including cash balance documents)
Benefit Calculations
(With distribution form information. For additional fees we can provide completed distribution forms)