The Kenneth D. Anderson Company, Inc.
Actuarial Services, Consulting and Qualified Retirement Plan Administration
Important Dollar Limits
Initial Review and Installation
Collection and review of all plan documents and prior actuarial, reporting and disclosure material.
Review of prior actuarial work and analysis of actuarial cost methods and assumptions.
Review of existing administrative forms and procedures.
Identification and communication to management of any action required by this review.
Establishment of plan specifications and employee census data.
Collection and analysis of employee census data.
Annual Recurring Services
Collection of employee data for newly eligible and terminated employees and investment data.
Preparation of an actuarial valuation and report.
Preparation of individual benefit statements and Summary Annual Report for distribution to participants.
Calculation of material for independent auditors relative to pension liabilites and costs.
Presentation and review of the actuarial valuation report at a meeting of the retirement committee.
Preparation of the annual return/report Form 5500 with all required schedules and attachments for filing with the Department of Labor.
Preparation of premium payment PBGC Form for review, execution and filing with the Pension Benefit Guaranty Corporation.