Our professional consultative approach to working with you leads to a partnership allowing for the best possible plan design, financial impact and employee appreciation. Our consulting services include:

  • Merger and acquisition analysis
  • Plan design and funding
  • Plan freeze/terminations
  • Plan risk management analysis and reporting
  • Asset/liability studies
  • Annuity placements
  • Union negotiations
  • Integrated benefit communications
  • Nondiscrimination and compliance testing

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