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We provide exemplary services and ongoing support, such as:

  • Defined benefit administration plan conversions
  • Full valuation, reporting and consulting services for defined benefit pension plans, including cash balance plans and OPEB plans
  • Completion of Form 5500 and Schedule B
  • Completion of PBGC premium valuations, Form 1, and Schedule A
  • Valuations, analysis and consulting for mergers & acquisitions
  • Plan termination services
  • Plan design services
  • Asset-liability studies
  • Peer review
  • Comprehensive support through our Virginia "Center of Excellence" by highly qualified actuaries and actuarial analyst
  • Ability to provide round the clock support through our global "Center of Excellence"

We look forward to talking with you and helping you grow your business with our innovative solutions. We pride ourselves on being at the top of technological advances and current benefit/actuarial trends and the legal environment in which we operate. Please refer to our individual core product descriptions for detailed functionality of products that are of interest to you. For more information contact

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