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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
- Actuarial valuations (for funding and expensing purposes)
- Expense forecasting
- Actuarial attestations
* In coordination with client’s legal counsel