We have the following services: 

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