Core Actuarial Services are the essential annual activities in support of your defined benefit retirement plan(s). Our services include:

  • Actuarial valuations
  • FASB/GASB1 accounting and disclosures
  • Participant statements
  • Coverage and discrimination testing
  • Government filings (Form 5500 & PBGC2)
  • Budgeting/forecasting
  • Glidepath to termination consulting


1 Financial Accounting Standards Board/Governmental Accounting Standards Board 
2 Pension Benefit Guaranty Corporation