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TPA Services for Defined Benefit Plans

Defined benefit plans, and the newer cash balance plans and DB(k) plans, are making a comeback with certain client types. These plans require complex administration, and Randall & Hurley has several consultants with extensive DB consulting and administration experience. Our staff also includes several actuaries in-house. This expertise allows us to provide you with unparalleled service.

We will create a customized service package to manage your client's DB program properly. Some of the most common services we provide for defined benefit plans include:

• Recordkeeping for active, retired and terminated participants
• Maintenance of historical data
• All required compliance testing
• Signature-ready IRS and PBGC government forms
• Calculation of PS 58 costs
• FASB 87/88/35 disclosures and opinion letters
• Actuarial certification
• Actuarial determination of costs and benefits
• Telephone and Internet account access
• Customized participant statements
• Employee education

If you don't see what you are looking for, or have questions about our services, please contact us. We'd be happy to help and provide a free quote for our services.

Learn more about what makes our company unique.