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Actuarial & Retirement
 

Changes in workforce demographics, volatility of retirement assets, new laws, new regulations, litigation and new accounting requirements add to the challenge of maintaining a successful pension and retirement program. Bolton Partners can help you manage a pension and retirement program that keeps your plans on point with your goals.

 
Bolton Partners actuaries specialize in:
   
   

• Actuarial Valuations

• Actuarial Audits

• Financial Reporting Under FASB & GASB

• Asset, Funding & Expense Projections

• Asset/Liability Analysis

• Summary Plan Descriptions

• Benefit Certifications

• Participant Notifications

• Benefit Payments

• Government Reporting

• Non-discrimination Testing

• Benefit Statements

 
 
 
 
 
 
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  1-800-394-0263 ● info@boltonpartners.com