Defined Benefit Pension Administration

Whether your defined benefit plan is an active part of your overall benefit offering, is closed to new participants, fully frozen, or a legacy plan, we offer administrative support services associated with the maintenance of a pension plan.

  • Calculate retirement benefits, including optional forms of payment;
  • Select and send application and related forms to participants;
  • Review retirement options with participants;
  • Complete payment authorizations for Trustee/Insurance Company;
  • Prepare and distribute SPD to terminating, vested plan participants;
  • Provide census data for company pension plan actuaries, used in valuations;
  • Provide census data to company auditors;
  • Distribute Annual Funding Notices.