​Hallett Associates, Inc.

Actuarial and Employee Benefit Consulting


Small Business and Professional

  • ​​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, cash balance, and combined defined benefit/defined contribution arrangements
  • Applicable non-discrimination testing demonstrating that plans satisfy the applicable non-discrimination rules
  • 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