Our paired cash balance/401(k) plan solution is built on the strength of 75+ years of actuarial consulting excellence along with award-winning defined contribution administration services. Together, we’ll design a custom solution to meet the unique needs of your business. Services include:

• Actuarial: Annual actuarial funding report, AFTAP certification, Form 5500 including Schedule SB, annual funding notice, discussion of valuation results, annual benefit statements, cash balance plan document preparation.
• Compliance: Participant vesting review and statements, calculation or review of additional employer contributions, completion of nondiscrimination or compliance testing, annual governmental forms (Form 5500 and Form 8955-SSA), annual required notices, and defined contribution document preparation.
• Recordkeeping: Full plan and participant level recordkeeping services
• Additional consulting: Plan design review, plan change analysis, plan mergers and terminations, discrimination testing issues, custom reporting, onsite meetings, audit responses, and communication projects.