Single Employer

  • ​Preparation of actuarial valuations for the determination of minimum required contributions and applicable funded status for all types of qualified plans, including traditional defined benefit and cash balance plans.
  • Preparation of reports necessary to comply with the disclosure requirements of the Financial Accounting Standards Board (FAS) and International Accounting Standards Board (IAS)
  • Preparation of applicable non-discrimination testing demonstrating that the various plans of the employer satisfy the applicable non-discrimination rules
  • Preparation of asset and/or liability projections, including both deterministic (fixed economic environment) and stochastic (variable economic environment) forecasting
  • Strategic planning, including calculation of cost implications due to changes in plan design and benefit structures
  • Consultation with employers regarding new developments and trends in the employee benefits field, including changes required in order to comply with new benefit, floor offset and cash balance plans
  • Preparation of plan related government filings and participant notices
​Hallett Associates, Inc.

Actuarial and Employee Benefit Consulting