DEFINED BENEFIT PLAN | ACTUARIAL CONSULTING

• Annual actuarial valuations
• Plan design studies and cost/benefit analysis
• Funding and budgeting considerations
• Asset/liability modeling for funding strategies
• ASC 715 accounting reports
• Billing and data collection assistance
• Participant benefit statements and calculations
• Postretirement medical liability studies and reports (FAS 106)
• Legal and compliance services (plan documents, amendments, plan qualifications, etc.)*
• Plan freeze and termination analysis
• Investment advisory services**

*Neither USI nor its affiliates and/or employees/agents/registered representatives offer legal or tax advice.

**Investment advice provided by USI Advisors, Inc., a federally registered investment advisor and an affiliate of USI Consulting Group.