We provide a broad range of actuarial consulting services to sponsors of retirement programs, both pension and OPEB.  Our services include annual valuations for funding, FASB, or GASB purposes. All work is performed by professional actuaries who follow the practice standards of the American Academy of Actuaries.

Types of Plans Serviced

  • Single-employer Pension and Retiree Medical (OPEB)
  • Public employer Pension and Retiree Medical (OPEB)
  • Multi-employer Pension
  • Non-qualified Deferred Compensation (SERP)

Typical Types of Clients

  • Sponsors. Corporate, Public, or Taft-Hartley
  • Plans.  Pension, Cash Balance, SERP, Retiree Medical (OPEB).
  • Investment Advisory Firms. Large firms working with large pension plans.
  • ProVal Pension Software Users.

Specialized Technical Skills & Experience

  • Asset/Liability Modeling
  • Actuarial Valuation
  • ProVal Pension Software
  • FASB Disclosure

Annual Valuation

Actuarial Consulting

  • ProVal Benefit Plan Coding
  • DB/DC Comparison