We do not merely respond to the mandated requirements of the plans we administer, but we also maintain an active dialogue with the client to ensure the plan continues to meet its objectives and to avoid unforeseen occurrences.

This may lead to our consulting on a large number of plan-related issues such as:

• Prohibited transaction exemptions
• Private letter rulings
• Analysis and redesign of existing plans
• Investment media selection
• Cost impact studies due to plan amendments or changing laws
• Cost analyses in regard to collective bargaining negotiations
• Minimum funding waivers
• Changes in actuarial funding method
• Plan terminations
• Plan mergers and spinoffs

For further information regarding our services, please contact us.