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Retirement
Retirement Plans
Because Touchstone Consulting is independent and its consultants have been developing innovative retirement plan designs for decades, you will have access to a wide selection of retirement plan solutions that can be custom-designed for your needs. Moreover, your plans will be in compliance with all pertinent tax and government regulations. Taking advantage of every beneficial feature for retirement can be a formidable and cost-effective tool for creating loyalty and retaining employees. Following is a sample of retirement plan services we offer:
Design:
- Actuarial valuation of plan design changes
- Plan design benchmarking
- Employee benefit surveys
- Coordination with executive retirement benefits
- Mergers and acquisition analysis
- Expatriate and Third Country National Benefits
Finance:
- Pension plan actuarial valuations
- FASB and SOP valuations
Administration:
- Assistance with day-to-day administration issues and questions
- Assistance with compliance issues
- Assistance with all filing requirements including Form 5500s
- Ongoing compliance updates
- Periodic planning meetings
- Nondiscrimination testing
- Perform training sessions
- Customized benefits software including benefit calculation programs
Communication:
- Summary Plan Descriptions (SPD) drafts and side-by-side design comparisons
- Relevant employee communications
- Educational seminars
- Benefits manuals
- Employee benefit statements