Retirement Calculations


We assist organizations in educating and communicating benefits to their employees, including preparation of comprehensive participant benefit statements, benefit change communications, Annual Funding Notices and Summary Plan Descriptions.

We are often asked to provide partnering services regarding the ongoing administration of pension programs, including:

  • Calculation of all pension estimates, deferred vested calculations and retirement applications complete with cover letter and appropriate notice requirements and election form;
  • Recommendation of approval or denial for retirement benefits, including preparation of any required correspondence of denials;
  • Assistance with preparation of QDRO calculations; and
  • Attendance and minute preparation at any or all committee meetings.