Retirement

Retirement limits

2018 Retirement Limits Technical bulletin 2018 Retirement Limits Technical bulletin (299 KB)


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Our retirement practice delivers solutions to a broad range of issues related to the overall management, design and funding of retirement, postretirement and capital accumulation plans. We retain a staff of actuaries and retirement consultants with expertise in both qualified and nonqualified plans including supplemental executive retirement plans. Our services range from single purpose studies to long-term solutions and include:

  • 403(b) Assistance;
  • Plan Document Creation, Review and Analysis;
  • Deferred Compensation Arrangements;
  • Supplemental Executive Plans;
  • Non-discrimination Testing;
  • Qualified and Nonqualified Plan Design;
  • 401(k), 457(b), 457(f) Plan Design;
  • Plan Administrator Selection and Evaluation;
  • Defined Benefit Plan Actuarial Valuations;
  • Defined Benefit Plan FASB/GASB Expense Calculation and Disclosure;
  • Consultation and Costing regarding alternative Plan Designs;
  • Consultation and Assistance with Plan Administration Processes;
  • Retirement Communications;
  • Group Retirement Education Meetings;
  • Compliance Operational Plan Analysis;
  • Replacement Ratio Analysis;
  • Retirement Benefit Statements;
  • Benefit Calculations for Defined Benefit Plans;
  • Retiree Health Plan Valuation; and
  • Retiree Health Plan FASB/GASB Expense Calculation and Disclosure.

As the stock market declined, so did the retirement assets and funding levels of many retirement plans. We understand the importance of retirement plans and the impact under-funded plans have on an organization’s financial position. Therefore, we employ the latest technology and actuarial expertise to provide forward-looking information to help you better manage your retirement plans. We use this information to help you avoid difficulties and financial surprises by anticipating potential problems and preparing solutions before they exist.