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Form 5500 Web Client |
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ACTUARIAL SERVICES
Core Actuarial Services are the essential annual activities in support of your qualified defined benefit plan. Our core actuarial services include:
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- Actuarial valuations
- FAS/GAS accounting and disclosures
- Participant statements
- Coverage and discrimination testing
- Government filings (Form 5500 & PBGC)
- Budgeting/forecasting
- Plan recordkeeping
- Benefit calculations
- PPA certification letter
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