DB & Actuarial

Calculate employee eligibility and plan entry;
Determine and maintain participant vested percentage records;
Based on the plan benefit formula, determine and track benefit accruals;
Prepare annual actuarial report and certification;
Actuarial determination of required employer contributions;
Preparation of individual benefit statements;
Distribution processing: Calculation of distribution amount, preparation of required distribution notices, release forms and IRS Form 1099-R;
Preparation of EBSA and PGBC required annual filings;
Compliance testing for participation (§410(b)), for coverage (§401(a)(26)), for plan limits (§415), for top heavy (§416), for non-discrimination in benefits, rights and features (§401(a)(4)) and compensation testing (§414(s)).