Actuarial Consulting Services

While all actuarial analyses offer numerical answers, we take a consultative approach to give you an understanding of your risk as well as multiple solutions for managing it. That insight can help you make sound decisions about your company's executive and employee benefit programs in light of your overall business objectives.

  • Plan termination services (PDF)
  • Actuarial valuations
  • Due diligence
  • Accounting in compliance with
    • Financial Accounting Standards Board (FASB)
    • Governmental Accounting Standards Boards (GASB)
    • International Accounting Standards (IAS)
  • SEC proxy disclosures
  • 280G excise tax calculations
  • Expert witness testimony
  • ERISA funding requirements
  • Governmental reporting
  • Nondiscrimination testing
  • Certifications of benefit payout options
  • Optimizing plan benefits at minimal costs
  • Review and certification of plan financial status