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SERVICES - Funding Valuations

 
 

At Conrad Siegel Actuaries, we have the consulting actuaries and technology to help you properly manage the important liabilities and assets involved in a defined benefit retirement plan. We are experienced in funding/accounting actuarial valuations and projections and in preparing pension disclosure information required by the Financial Accounting Standards Board. As part of our comprehensive services, we will prepare an annual valuation report that will break down and analyze the highly complex calculations, based upon your plan provisions and required assumptions, and communicate these issues in a clear and concise way to allow you to make informed and accurate decisions. Our report will determine the minimum-required and maximum-allowable employer contribution for IRS purposes, a detailed census report, and benefit projections for each participant. Our funding valuations and reporting services are positioned not just to provide the required information needed for disclosure, but to help you navigate through the maze of funding and benefit security issues.

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