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