Prospective Clients
This page includes resources from our website that are most useful for prospective clients.

Our Services
Information about the consulting services we offer

Types of Plans
Provides links to information about specific types of retirement plans

Other Post Employment Benefit Plans (OPEBs)
Information about OPEBs and the services we provide

Retirement Plan Limits
A summary of various plan related limits (such as limits on compensation, benefits or contributions) as released by the IRS

Common Terms
Common terms and definitions used in retirement plans

FAQs
Common questions about Retirement Plan Basics, Traditional DB Plans, Cash Balance Plans, Floor Offset Arrangements, OPEBs, and Your Actuarial Valuation Report

Client Forms
Includes several forms such as new plan setup forms, participant information and change forms, and annual data request forms

Contact Us
Contact us via our website, phone, or email