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Technical expertise, professional integrity and an uncluttered understanding
of purpose are combined to provide well-crafted solutions for your
company.
We assess employee benefit needs and collect pertinent data to make
well-informed recommendations.
A determination is made as to whether a plan can be designed to meet
your objectives. If the answer is "yes" then we proceed
to implementation.
We will create all plan documents and forms and complete all the required
steps to secure Internal Revenue Service (IRS) qualification of your
plan.
Alliance views plan restatement as more than just clearing IRS hurdles.
The plan restatement process is an opportunity for reassessment of
the plan's design. The process includes an initial consultation to
review objectives, an outline of steps and timeline; a thorough review
of plan documents and administrative procedures for compliance; and
a new Summary Plan Description.
We provide actuarial consulting services including: plan feasibility
studies, benefit calculations, plan cost comparisons, FASB reports
and termination liability studies.
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