SERVICES

We perform many services for pension administration firms, including:

• Defined Benefit Plan Valuations
• Cash Balance Plan Valuations
• Form 5500 Schedule SB Preparation
• PBGC Comprehensive Filings
• FAS 87/132 Valuations & Reports
• Participant Distribution Calculations
• PBGC EA-S
• IRS Form 6088

• Defined Benefit Volume Submitter Documents
• Cash Balance Volume Submitter Documents
• Summary Plan Descriptions

• Defined Benefit Proposals
• Cash Balance Proposals
• DB/DC Combination Plans
• General Tested DC Allocations

Please contact Mark Zacarias for fee quotes.