1. Small Employer Retirement Plan Services:

We provide comprehensive consulting and administration services to small employers for their defined benefit and defined contribution plans.

• Plan design and set up
• Plan contribution study
• Annual valuation and administration
• Government forms filing
• Benefit statements and required communication
• Benefit payments to participants
• Plan terminations

2. We assist family law attorneys and their clients or individuals in divorce settlement, dividing the retirement plan benefits.

• Drafting qualified domestic relations orders (and/or QDRO-like court orders) for qualified and non-qualified pension plans
• Providing actuarial valuation of community property interest in defined benefit plans
• Providing valuation of community property interest in defined contribution plans, stock options and IRA's
• Providing expert witness testimonies for retirement plan related litigations

3. Non Small Employer Retirement Plan Services:

We provide innovative plan design, administration, compliance and valuation under IRS, FASB, IASB and GASB for the following of plans or a combination of them.

• Defined benefit plans, including cash balance plans and pension equity plans
• 401(K) and profit sharing plan
• Post-retirement medical plans
• IRC 403 (b) tax-sheltered annuity plan
• IRC 457 plan

4. Other Services:

• We provides actuarial services for third party retirement plan administrators
• We provides valuation and administration outsourcing services in Beijing, China for USpension plans and post-retirement medical plans