top of page
Our Services
What we do
for our clients
Collect and maintain contributions, salary and participant data for all plans; calculation and payment of benefits as well as funding status management for the defined benefit Group Trust.
Perform compliance testing (non-discrimination and top heavy testing), maintain compliant plan documents, procedures; regular reporting to the PBGC, the IRS (Form 5500) and to the Board of Trustees.
Manage investments in a prudent manner; act on behalf of and putting plan participants ahead of own interests.
