Williams Actuarial Group provides comprehensive services for companies sponsoring defined benefit pension plans, retiree medical plans and other post-retirement plans.

Defined Benefit Pension Plans

  • General consulting
  • Plan design and redesign
  • Plan implementation
  • Plan termination
  • Plan administration
  • Actuarial valuations¬†(for funding and expensing purposes)
  • Contribution and expense forecasting
  • Benefit calculations
  • Nondiscrimination testing
  • Regulatory compliance
  • Merger and acquisition consulting
  • Plan mergers and spin-offs
  • International plan issues
  • Form 5500
  • PBGC¬†premium calculation and filing
  • ERISA section 4010 filing
  • Plan document and summary plan description drafting*
  • Administrative forms preparation*

Retiree Medical and Other Post-Retirement Plans

* In coordination with client's legal counsel