North Bay Pensions

Information may not be reliable

GASB 45 Valuations at a Discount Price

Sponsoring a pension plan for your employees carries great responsibility. You need a trusted advisor to assist you with this responsibility. You need an actuary with experience and credentials you can rely on.

My services are distinguished by these three guiding principles:

Maintain a high level of quality by focusing on one thing and doing it well
Lower fees than my competitors because my overhead costs are lower
Personalized service for all clients

The services that I provide can be tailored to your organizations needs, and may include some or all of:

Annual Actuarial Valuations, including:
Determination of minimum required funding under ERISA
Determination of maximum deductible funding
Preparation of the annual PBGC premium filings
Presentations to your Board or management team

Analysis of the impacts of proposed changes to your plan
Calculation of pension benefits for your employees
Updates about developments in the benefits area

Preparation of plan documents and amendments, for review by your legal counsel
Determination of annual accounting costs for post-retirement health and welfare plans, under FASB 106 or GASB 45
Consulting about the impacts of statutory, regulatory or contractual requirements
Non-discrimination testing, as necessary to comply with Federal requirements
Preparation of the annual IRS Form 5500 filing, including the Schedule SB actuarial certification
Preparation of the Summary Annual Report, for you to distribute to your employees
Calculation of all amounts needed for compliance with Generally Accepted Accounting Standards (e.g. FASB Statements nos. 35, 87, 88, 106 and 132) and (GASB Statements 25, 27 and 45)

Please call me at 1-800-594-4590 to learn how I can help you lower the cost of operating your pension plan.