Pension Plans

  • Multiemployer Pension Reform Act (MPRA) Consulting
  • Pension Protection Act of 2006
    • Zone Certifications
    • Participant Funding notice
    • Funding Improvement Plans
  • Annual actuarial valuation and review including:
    • ERISA minimum funding requirements
    • Plan cost information
    • Gain/Loss experience analysis
    • ASC No. 960 reporting and disclosure
  • Second Opinion Studies
  • Reporting and Disclosure:
    • Form 5500 and Schedule B
  • Summary Annual Report
  • Communications:
    • Plan Documents
    • SPD
    • SMM
  • Benefit statements
  • Withdrawal Liability calculations
  • Benefit calculations
  • QDROs
  • Merger studies