top of page



I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font. Feel free to drag and drop me anywhere you like on your page. I’m a great place for you to tell a story and let your users know a little more about you.

This is a great space to write long text about your company and your services. You can use this space to go into a little more detail about your company. Talk about your team and what services you provide. Tell your visitors the story of how you came up with the idea for your business and what makes you different from your competitors. Make your company stand out and show your visitors who you are. Tip: Add your own image by double clicking the image and clicking Change Image.

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

  • Plan Design

    • Plan Documents

    • Summary Plan Descriptions (SPD'S)

    • Amendments

    • Summaries of Material Modifications (SMM's)

  • Actuarial Valuations for defined benefit plans

  • Annual Allocations for defined contribution plans

  • Participant Loan Documents

  • Annual Benefit Statements

  • IRS Forms 5500, 5500-SF and 5500-EZ

  • Form 5500, Schedule SB Certifications

  • Trust Reconciliation Reports

  • Adjusted Funding Target Attainment Percentage Certifications (AFTAP's)

  • PBGC Premium calculations

  • PBGC My PAA Online Premium Filing coordination

  • Participant Distribution forms

  • IRS Forms 1099-R


Plan Terminations -

including PBGC



  • Preparation of IRS Form 5310 and attachments

  • Preparation of Pension Benefit Guaranty Corporation Forms - 500, 501, Schedule EA-S, etc.


Qualified Plan



  • Plan Redesign

  • Plan Compliance Audits

  • Preparation and submission of IRS Form 8950 - Applicatiion for Voluntary Correction Program under the Employee Plans Compliance Resolution System (EPCRS)

  • Non-discrimination testing under IRC Section 401(a)(4)

  • Expert testimony in matters relating to ERISA or actuarial calculations

We routinely are part of a team of advisors that assists a client with the operation of their qualified plans.  Whether the rest of the team involves financial advisors, accountants, attorneys or other actuaries and consultants, we consider our services to form a part of a cohesive group with one goal in mind: to meet our clients' objectives.
bottom of page