Retirement Consulting
Unique Perspectives and Unbiased Advice
Actuaries and pension specialists who provide coordinated retirement plan services that reduce administrative burden, mitigate risks, and provide a quality participant experience. We provide guidance in all areas of retirement benefits, including plan design, pension risk transfer, forecasting and cash flow planning, and plan termination.
Retirement Plan Consulting Services
- Traditional Defined Benefit Plan Services
- Cash Balance and other Hybrid Plan Services
- 401(k) Plan Services with Precept Advisory Group
- Actuarial Valuations
- FASB and GASB Reporting
- Benefits Administration and Outsourcing
- De-Risking Pension Plans
- Plan Termination Support
- Forecasting and Cash Flow Planning
- Asset/Liability Modeling
- Post-retirement Medical and Life Insurance Services
- Participant Communications
- Plan Design
- Mergers and Acquisitions
Ready to Get Started?
Our approach begins with understanding your needs and goals, so please contact us to get started.
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Learn more: Actuarial & UnderwritingActuarial & Underwriting
Actuarial & Underwriting The Key to Better Benefits Decisions Is Accurate Data From determining the impact of plan design changes to defining performance metrics, having complete, accurate, and actionable data is…
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Learn more: Employee Benefits ComplianceEmployee Benefits Compliance
Compliance Helping You Manage Employee Benefits Risk With hundreds of benefits-related rules and regulations, you need a trusted partner who can help manage the risks that come with providing employee benefits.…
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Learn more: Insights & AnalyticsInsights & Analytics
Insights & Analytics Data to Make Smarter Benefits Decisions Our Insights and Analytics team is made up of trusted specialists who interpret medical claims trends and provide strategic, data-backed recommendations. We’ll…
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Learn more: Human Resources AdvisoryHuman Resources Advisory
Human Resources Advisory HR and Talent Management Strategy Guidance If you’re like most HR professionals, you probably have more work than time. Let our HR Advisory Team give you more time…
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Learn more: Pharmacy Benefit ConsultingPharmacy Benefit Consulting
Pharmacy Benefit Consulting Guidance to Choose the Best Pharmacy Benefits Manager We provide an unbiased review of all available resources so benefit plan sponsors can make an objective decision when choosing…
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Learn more: Health Management ServicesHealth Management Services
Health Management Services Turn Your Health Plan Data into Actionable Insights Our team of clinicians and wellness consultants proactively translate complex medical and Rx claims, health risks, and participation data into…
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Learn more: Nurse Health Coaching by Peak HealthNurse Health Coaching by Peak Health
Nurse Health Coaching by Peak Health Helping Your Employees Be Accountable for Their Health A clinically based lifestyle wellness and behavior change program led by registered nurses who provide health risk…
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Learn more: Employee Benefits CommunicationEmployee Benefits Communication
Communications Educate Employees and Increase Benefits Engagement Benefits are complex but communicating them to your employees doesn’t have to be. Our communications team has the expertise and resources you need to…
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Learn more: Flexible Benefits
Flexible Benefits
Flexible Benefits Administration Industry Leading FSA, HSA, HRA, and Transit Account Administration With our Flexible Benefit Services, you can help employees lower their health care costs, enhance your benefits, and increase…
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Learn more: COBRA Administration & Direct BillCOBRA Administration & Direct Bill
COBRA Administration & Direct Bill Comprehensive Services to Keep You in Compliance Making sure health coverage continues under COBRA can be a very stressful time for your former employees. This burden…
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Learn more: Clinical WellnessClinical Wellness
Clinical Wellness Supporting the Many Aspects of Employee Well-Being Health and well-being needs are complex, always changing, and vary person to person. When employees are supported in their well-being, they’re better…