Consulting Services

Planning    Comprehensive or outline studies    Benefit and cost analyses    Eligibility and distribution studies    Tax benefit analyses    Installation    Technical assistance to attorneys    IRS qualification and submission services    Employee communications    Design and provision of plan documents    Design and provision of investment policy    Compliance    Review plan operation and administration    Review trustee and fiduciary duties and activities    Review trust performance vs. investment policy

Our consultants operate on    specific assignments or on a    continuing basis, with principal    services in the following areas:

Program Review    Review of plan provisions and operations    Modernization studies    Benefit comparisons and projections    Regulation compliance review    Management Information    Plan operational and utilization report    Determination of required and allowable contribution ranges    Experience studies    Utilization studies    Consultation with trustees, committees or executives    Special Studies    Employee benefit program review    Deferred compensation analysis    Analysis of investment contracts    Acquisition, merger and spin-off studies    Community property retirement benefit valuations    Valuation of Corporate Stock for Employee Stock Ownership Plans

Home |  Consulting Services |  Administrative Services |  What is a 401(k) Plan? |  What is a Cafeteria Plan?

Compliance Testing |   Newsletter Archive |  About Our Firm |  Subscriptions |  Contact Us