Defined Benefit Plan Actuarial Services and Administration

Our professional staff has the expertise and up-to-date technology to provide the necessary actuarial and administrative assistance to manage your defined benefit plan:

  • Calculate employee eligibility and plan entry.

  • Maintain participant vested percentage records.

  • Determine eligibility to receive benefit accrual.

  • Prepare annual actuarial report and certification.

  • Actuarial determination of required employer contributions.

  • Preparation of individual benefit statements.

  • Distribution processing: Calculation of distribution amount, preparation of required distribution notices, release forms and IRS Form 1099-R.

Defined Benefits Plan