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

  • 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

Consulting

 

  • 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.

© 2014-2018, Preston Actuarial Services, Inc. and Preston Benefit Services, Inc.