Home l Search l Contact Us 


Actuarial Services
 

Few things affect employees’ futures more than your company’s retirement plan, and precise actuarial calculations are critical to the success and long-term stability of many such plans. Even the smallest mis-step can have far-reaching consequences.

Employee Benefit Resources, LLP can provide the actuarial services required by your retirement plan. Here are some of the things we can do.

  • We can project the adequacy of the benefits provided by whatever plan you offer.
  • For qualified defined benefit plans, we can perform annual actuarial valuations, complete Schedule B of Form 5500, and provide the calculations required under FAS 87, 88, and 132.
  • We can perform the actuarial services necessary to design an age-weighted plan.
  • If you offer an ESOP (Employee Stock Ownership Plan), we can project repurchase liability.

Let us put our expertise to work for you.

 

 

 

 

 

|
|
|
|
|

Discovery Block l 828 Great Northern Boulevard l P.O. Box 1193  l Helena, MT 59624-1193
Phone: 406-449-5500 l Fax: 406-442-5089 l 800-765-9429