Pension and Post Retirement Benefit Plan

At RRC, we have built a team of highly qualified actuaries and consultants ready to assist you with the management of your pension and employee benefits programs.

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World with Structure and City Behind It


Our team is comprised of credentialed pension actuaries, with experience performing and reviewing pension and post-retirement medical valuations performed in accordance with IRS statutes and regulations, US Generally Accepted Accounting Principles (GAAP), and Governmental Accounting Standards (GASB). Our team is experienced in the risk management of pension plans. Whether your plan is ongoing or frozen, a strategy to manage the volatility of costs and funded status is of paramount importance. If the defined benefit plan is no longer a core offering of your business, setting an effective exit strategy and executing on it, is the most effective method of managing risk.

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Pension and Post Retirement Benefit Plan Actuarial Services

Our core actuarial services support your defined benefit (DB) or postretirement benefit (OPEB) plan, including:

  • Actuarial valuations / reports including:
  • Funding status of the plan
  • Cash contribution requirements
  • FASB disclosure (ASC 715 and ASC 960/965)
  • Discrimination testing
  • Governmental filings (Form 5500 and Schedule SB/MB, PBGC filings, etc.)
  • AFTAP certifications
  • Experience studies
  • Asset / Liability modeling
  • Preparation of budgets and forecasts
  • Benefit calculations
  • Participant statements
  • Compliance issues
  • Legislative updates

Consultation Services

Our approach is based on collaboration – we partner with our clients to ensure their goals and objectives are met. Our consulting services include:

  • Analysis of plan design changes
  • Evaluation of plan freeze and alternative benefit options
  • Optimizing asset allocation, duration matching, glide path analysis
  • Smoothing of expenses and/or cash contributions
  • Participant communications
  • Cost estimates
  • Early retirement windows
  • Union negotiations
  • Merger and acquisition analysis
  • Plan de-risking / annuity purchase / lump sum windows
  • Plan terminations – planning and execution

GASB Services

Our consultants are experts on all aspects of GASB 67/68 and GASB 74/75. Our team includes both pension and healthcare experts. Services include:

  • Valuations
  • Plan design and evaluation of changes
  • Funding strategies
  • Consultation with Board of Trustees / Directors / Committees
  • Consulting on DROP programs
  • Participant communications

Special Projects

  • Conduct employee meetings to communicate plan changes or redesign
  • Perform actuarial audit to confirm current measurements and costs are accurate
  • Analysis of pension record keeping process and software to identify improvements
  • Assist with finding lost participants, documentation of process, communications