Pension Plan Services

Pension Plan Services - Libman KadavyThe Libman Actuarial Group, Inc. enjoys an outstanding reputation in the pension community for innovative benefit plan designs and superior customer service. We work with our clients’ attorneys and advisors to provide a customized and personalized approach to satisfying their objectives. Our actuaries and senior consultants each have over 20 years of experience on plans ranging from smaller tax-sheltered plans for privately-held owner-managed businesses to large plans for publicly-held and non-profit employers.

Benefit Plan Design
  • Cash Balance Plans
  • Defined Benefit Pension Plans
  • Cross-Tested 401(k) Profit Sharing Plans
  • Plan Re-Designs

Actuarial Valuation and Support Services

  • Annual Valuations and Certifications
  • Contribution Determination
  • Non-Discrimination and Compliance Testing
  • Government Reporting
  • Alternative Funding Strategies
  • FAS/ASC Valuations
  • Asset/Liability Forecasting

Benefit Plan Administration

  • Benefit Calculations
  • Benefit Distribution Forms
  • Employee Benefit Statements
  • Plan Terminations
  • Plan Qualification Support
  • IRS/DOL Coordination