Pension & Actuarial Services is in the business of providing pension plan administration services to individual plan sponsors, third party pension administration firms, CPA firms, and financial institutions. Services offered for defined benefit and defined contribution plans include:Pension & Actuarial Services’ focus is on providing accurate, timely and cost effective solutions to a client’s qualified plan administration needs. Quality and service are the objectives with every client on every project. Pension & Actuarial Services is an independent consulting firm operated on a fee for service basis. Please feel free to call with any questions on the services offered or to discuss a new or existing plan.
- Plan Design
- Actuarial Valuations
- Administration
- Proposals/Consulting
- Plan Redesign Studies
- DB/DC Combination Plans
- Non-Discrimination Testing
- FASB Reporting/Disclosure
- IRS / DOL / PBGC Filings
- Plan Termination Services
- Prototype/Volume Submitter Documents
- Plan Document IRS Submissions
- One Person 401(k) Plans
- Age Weighted/New Comparability Plans
- Benefit Calculations/Election Forms
Contact:
David B. Taylor, EA, MAAA, MSPA
Pension & Actuarial Services
7 Plover Street
Boston, MA 02132
Phone: 617-323-3061
Fax: 617-323-5055
Email: david@pensionsvc.com
Website: www.pensionsvc.com
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