Retirement Planning

Benefit Watch has assembled an experienced team of actuaries, accountants, and attorneys to simplify the complexities of retirement planning. Their expertise encompasses 401(K) plans, profit sharing plans, money purchase plans and Employee Stock Ownership Plans (ESOP). Collectively they offer a wide range of services relating to both defined benefit and defined contribution plans.

These include:

• Selection of appropriate actuarial methods and factors.
• Recommendation of funding vehicles.
• Preparation of actuarial reports required by the Internal Revenue Code and ERISA.
• Revision of plan documents to conform with regulatory changes.
• Analysis of the cost effectiveness of potential plan revisions.
• Performing feasibility studies that analyze multiple plans.