There are a wide variety of qualified and nonqualified retirement plans available for businesses to choose from. As an independent firm with a wide variety of experience and technical expertise with all types of retirement plans, ADS works with plan sponsors to establish and maintain retirement programs that are right for their organization.
We can design or redesign a retirement program for your business that is tailored to your needs. With our experience working with investment and financial services companies, accountants and attorneys we can design and implement a program that makes all of the pieces fit.
Additionally, with our knowledge of retirement plan administration and commitment to state of the art technology, we can maintain your program so it remains efficient and effective for your employees.
Our consulting services include:
• Plan design, benefit enhancement and replacement plan studies
• Cost analysis of current and alternate plan designs
• Plan design installation
• Annual actuarial valuations for qualified pension plans
• Asset Liability Modeling
• Analysis of executive deferred compensation programs
• Plan compliance review and counseling
• Nondiscrimination analysis and testing
• Plan cost projections - stochastic and deterministic models
• Determination of benefit costs and liabilities required by the Financial Accounting Standards Board (FASB)
• Pension plan termination services
• Curtailment and Settlement Accounting
• CMS Cost reporting
• 990 Cost information
• NAIC Reporting
• Merger & Acquisition Due Diligence