It’s no secret that pension plans have a huge effect on your organization’s financial results. That’s why Buck’s actuaries extend their focus beyond number crunching to offer valuable insights into your plan —into participant characteristics, assets, and the benefits that generate liabilities — and how those variables affect both your bottom line and your human resource goals.

Part financial prudence, part proactive plan management, our approach leverages our extensive strategy, design, and administrative expertise to deliver thorough, practical advice that relates to your organization’s unique objectives.

• Plan participant data review, including annual reconciliation
• Calculation of contribution and expense amounts
• Completion of government forms and regulatory filings
• Preparation of financial disclosure information
• Testing of compliance with nondiscrimination requirements
• Asset liability modeling

Contact us
Retirement@buckconsultants.com

A financial services client needed to make an end-of-year contribution to its pension plan to avoid a large charge to equity on its balance sheet.

Historically, the client had requested end-of-year projections each month, at the cost of thousands of dollars, to reflect the potential impact of asset fluctuations and discount rate shifts on the required contribution.

Using the forecasting module on Buck’s eActuarySM, our convenient online data repository and modeling tool, clients now quickly and easily project their own end-of-year results based on a wide array of assumptions … at no additional cost.