Sponsoring a defined benefit retirement plan in today’s economy comes with substantial challenges. We are experts in helping you navigate these challenges. Conrad Siegel Actuaries specializes in all facets of defined benefit plans, from funding and accounting analysis to plan design and compliance review.
Actuarial Consulting
Our clients rely on our expertise in developing successful solutions across a broad spectrum of funding and pension accounting issues. We proactively address potential issues before they become concerns.
Administrative Services
Streamline administration while also giving employees better access to their benefit information. We offer employee communication services that enhance employee appreciation of pension benefits. Administrative services also include personalized benefit statements, data management, government forms preparation, and electronic filing support.
Compliance
Meeting the regulatory requirements of defined benefit plan sponsorship can be complex. We can help. Conrad Siegel Actuaries offers plan document drafting services that satisfy IRS compliance rules. In addition, we prepare compliance testing and provide other services that ensure you meet all regulatory requirements.
Plan Termination
Thinking of terminating your defined benefit plan? We will help you weigh the pros and cons by conducting a plan termination feasibility study. If you do decide to terminate your defined benefit plan, our consultants can guide you through the implementation process, including IRS and PBGC requirements, participant communication, and annuity search and placement.
Investment Advisory
Together with our SEC-registered investment advisory firm, Conrad Siegel Investment Advisors, Inc., we can bundle retirement plan services with investment advisory services.