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
