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Customers: Consultant

Services for Consultants and Third Party Administrators(TPA's)

We provide the following services to assist benefit consultants in getting their job done in the most effective and efficient manner:

Defined Benefit and Cash Balance Plan Proposal Systems:
  • Web-based proposal systems
  • Easy to use
  • Available 24x7
  • Present results in easy-to-read format
  • With census data upload features
Actuarial Services, including but not limited to:
  • Plan design and document preparation
  • Annual valuations and reporting
  • Plan accounting reports
  • Government filings and compliance review
  • Pension calculations and certification
  • Cost Studies
  • Nondiscrimination testing
  • Software systems
  • Plan Audits
  • Pension Consulting