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Qualified Retirement Plans:
- Pensions
- Profit Sharing / 401(k) Plans
- Employee Stock Ownership Plans (ESOP's)
- 403(b) Plans
- 457(b) Governmental and Non-Profit
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Consulting & Administrative Services:
- Plan design and consulting
- Plan Documents
- Discrimination Testing
- Coverage Testing
- Qualified Domestic Relations Orders (QDRO's)
- Government Forms
- Loan Administration
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Actuarial Services:
Anual actuarial valuations of liabilities and determination of contribution requirements for Defined Benefit pension plans.
Analysis of experience under pension plans to determine the relationship between actual and anticipated results.
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Fiduciary Guidance:
- Performance Analysis
- 404(c) Review
- Due Diligence Procedures
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