Actuarial Services

Design and Consultation

Qualified Plans has actuaries on staff providing services for Traditional Defined Benefit and Cash Balance Plans, including:

  • Customized Plan Design
  • Plan Document Preparation and Ongoing Regulatory Updates
  • Annual Valuation with Actuarial Certification
  • Contribution Calculations
  • Annual Participant Notices
  • Form 5500 and Schedule SB Attachment
  • Financial Accounting Calculations
  • Plan Amendments
  • Summary Annual Report or Annual Funding Notice
  • Participant Distribution Services
  • CPA Audit Support