Pension
- Annual Actuarial Valuation
- Minimum and maximum funding requirement
- Zone Certifications for multiemployer plans
- Required financial disclosures
- Annual Government Reporting
- Schedule SB/MB of Form 5500 and related attachments
- Schedule 8955-SSA
- PBGC Premium Payment filings
- Participant Communications
- Individualized Participant Statements
- Annual Funding Notice
- Summary Plan Descriptions (SPD’s)
- Summary of Material Modifications (SMM’s)
- Section 204(h) Notices
- Participant Benefit Determinations
- Individual determinations on request
- Election forms and required notices
- Factors and Tables
- Required Minimum Distributions
- Additional Requirements for Multiemployer Plans
- Summary of Plan Information (104d Notice)
- Notice of Endangered or Critical Status
- Development of Funding Improvement or Rehabilitation Plans
- Withdrawal Liability determinations
- Strategic Consulting
- Plan design and competitive analysis
- Actuarial cost studies
- Union negotiation support
- Presentations for Board of Trustees Meetings
Health Care
- Annual Rate Adequacy Study
- Historical and projected plan experience
- Reserve levels
- Analysis of claims costs versus contribution rates
- Effects of plan and law changes
- Annual Financial Disclosures
- IBNR Determinations
- Calculation of Accumulated Eligibility Credits
- Valuation of Post Retirement Benefit Obligations
- Other Annual Services
- COBRA Rate Calculations
- Retiree Drug Subsidy (RDS) Processing
- Medicare Part D Actuarial Attestation
- Credible Coverage Notices
- Affordable Care Act (ACA) Services
- PCORI Fee Calculations
- Transitional Reinsurance Fee Calculations and Processing
- Determination of Actuarial Value
- Compliance support and timelines
- Participant Communications
- Summary Plan Descriptions (SPD’s)
- Summary of Material Modifications (SMM’s)
- Summary of Benefits and Coverage (SBC’s)
- Strategic Consulting
- Plan design and competitive analysis
- Actuarial cost studies
- Union negotiation support
- Presentations for Board of Trustees Meetings