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Benefits Consulting & Actuarial Services

Available from Strategic Benefits Advisors

Benefits Consulting and Plan Design
We partner with clients to solve specific issues ranging from special-project support to complete plan design. We are experts in all types of employee benefits plans, including defined benefit retirement plans, defined contribution retirement plans, health & welfare plans, non-qualified plans, and many others. Representative projects include strategic plan design, retirement adequacy studies, historical data cleanup, regulatory updates and audits, one-time benefit calculations, due diligence and oversight of acquisitions. We evaluate benefit provisions and costs against your business objectives and provide options and recommendations as appropriate; we also address complex plan issues with practical solutions. We have extensive experience in the administration of benefit plans and ensure plans are crafted to maximize administrative quality while minimizing costs.

Plan Compliance and Operational Review
We perform full-scale or limited-scope reviews of administrative, operational and regulatory plan procedures and requirements and provide thorough assessments with practical recommendations.

Historic Benefits Data Cleanup and Data Analysis
SBA's data analysis strategies, combined with our deep understanding of employee benefits, uniquely qualify SBA to organize, analyze, research and resolve data issues.

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