We have some of the best actuarial minds in the country, and we realize that workforce demographics, volatility of retirement assets, new laws, regulations, and litigation, along with accounting requirements, add to the challenge of maintaining a successful pension and retirement program. Our high consultant to client ratio allows us to design and/or manage a pension and retirement program that keeps your plans on point with your goals.
Annual Actuarial Valuation
We prepare annual actuarial valuations in accordance with ERISA and IRS regulations.
We provide the information needed for the plan sponsor’s annual financial statements to comply with standards set by FASB, GASB and IASB.
Certification of Plan Status
We prepare AFTAP and zone certifications under PPA
Cash Flow Projections
We provide cash flow projections and funded status projections in conjunction with the annual actuarial valuations.
We advise on legislative, regulatory and judicial developments, as well as trends in benefit design and funding.
Government Forms and Participant Notice Requirements
We prepare or assist with the annual Form 5500, associated schedules and Annual Funding Notice.
We provide top-heavy and discrimination testing under sections 401(a)(4), 401(a)(26), 410, or 416.
Plan Improvements and Amendments
We provide consultation concerning changes in plan provisions and can review amendments drafted by attorneys.
We assist with the review of domestic relation orders and provide calculations with respect to participant or alternate payee benefits under QDROs.
Plan Administration Support
We consult with the plan administrator on recordkeeping, benefit certification, participant notices and operational procedures.
Review of Plan Documents
We review and assist in the drafting of plan documents, notices, SPDs, and SMMs.
PENSION & RETIREMENT
We evaluate actuarial plan experience relative to assumptions to provide an optimal basis for valuations and projections.
We evaluate asset allocation, liabilities, costs and funded status using stochastic methods and a range of economic models.
Boca Raton Office
7279 Panache Way
Boca Raton, FL 33433
675 Seminole Avenue, NE
Atlanta, Georgia 30307
36 S. Charles Street
Baltimore, MD 21201
9000 Midlantic Drive
Mt. Laurel, NJ 08054
1615 L Street, NW
Washington, DC 20036
Copyright (c) 2008 - 2017 Bolton Partners, Inc. All rights reserved.
325 Sentry Parkway
Building 5 West, Suite 200
Blue Bell, PA 19422
720 South Colorado Blvd.
Denver, CO 80246