Preston Actuarial and Benefit Services
PRACTICING SINCE 1989
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Offering our Services since 1989
Qualified Plan Design and Administration
Plan Terminations - including PBGC
Qualified Plan Consulting
Our services complement those of others to offer an integrated solution.
Qualified Plan Design and Administration
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Plan Design
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Plan Documents
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Summary Plan Descriptions (SPD'S)
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Amendments
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Summaries of Material Modifications (SMM's)
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Actuarial Valuations for defined benefit plans
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Annual Allocations for defined contribution plans
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Participant Loan Documents
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Annual Benefit Statements
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IRS Forms 5500, 5500-SF and 5500-EZ
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Form 5500, Schedule SB Certifications
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Trust Reconciliation Reports
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Adjusted Funding Target Attainment Percentage Certifications (AFTAP's)
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PBGC Premium calculations
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PBGC My PAA Online Premium Filing coordination
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Participant Distribution forms
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IRS Forms 1099-R
Plan Terminations -
including PBGC
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Preparation of IRS Form 5310 and attachments
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Preparation of Pension Benefit Guaranty Corporation Forms - 500, 501, Schedule EA-S, etc.
Qualified Plan
Consulting
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Plan Redesign
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Plan Compliance Audits
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Preparation and submission of IRS Form 8950 - Applicatiion for Voluntary Correction Program under the Employee Plans Compliance Resolution System (EPCRS)
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Non-discrimination testing under IRC Section 401(a)(4)
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Expert testimony in matters relating to ERISA or actuarial calculations