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  • Documentation process
  • Preparation of Plan and Trust documents
  • Summary Plan Description
  • Plan submission to the IRS
  • Participant notifications
  • Plan and amendment feasibility studies
  • Plan Mergers and spinoffs
  • Design / Consulting / Meetings
  • Plan feasibility studies
  • Impact of new / pending legislation
  • Coordination of other employee benefit plans
  • Enrollment meetings and materials
  • Development of coordinated communications programs
  • Customized employee reports, forms, and announcements
  • Cost studies and valuations for changes in plan provisions, assumptions, or data
  • Plan merger studies and costs
  • Actuarial cost method changes and funding waivers
  • Additional Financial Accounting Standards Board statements
  • Plan termination calculations and submissions
  • Withdrawal liability calculations and consultations