Valuations

• Funding
• Accounting
• Second Opinion Studies
• Experience Studies

Benefit Administration and Communication

• Plan Documents
• Summary Plan Descriptions
• Litigation Support
• Software Tools
• QDRO Review
• Administration Manuals
• Participant Notices
• Participant Education

Plan Design

• Pricing Benefit Changes
• Merger Studies
• Funding Improvement / Rehabilitation Plans
• Insurance Carrier Negotiations

Compliance

• Changes in Legislation
• Government Forms
• Withdrawal Liability / Settlements
• Plan Terminations
• Determination Letter Filings
• Nondiscrimination Testing

Forecasts and Projections

• Modeling
• Cash Flow
• Funding and Accounting Projections
• Asset-Liability Studies

Professional Development

• Training
• Education
• Seminars