An Actuarial Valuation is an appraisal of future liabilities under a set of economic and demographic assumptions

Pension funding valuations respond to both the changing legislation and actuarial standards under which they must be performed. While actuarial reports must be necessarily detailed, we ensure key information is brought forward in clear, understandable and useable language. We then work closely with our clients, so that sound managerial and plan governance decisions can follow.

Cropped shot of a senior couple going through their finances while sitting at the dining room table

Financial Statement Reporting

As pension experts, we provide management with the needed valuation and financial statement disclosure reporting to meet the applicable accounting standards.  We have many years of success working as the actuarial expert for auditors to ensure that management reporting is accepted.

To see if we are the right fit for your plan, call 1-866-323-7200.

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