Actuarial Services:

  • Business Projections
  • Cash Flow Testing
  • Experience Studies
  • Financial Projections
  • Financial Review and Analysis
  • RBC Analysis and Planning
  • Sales Illustration Compliance
  • Valuation

Marketing Services:

  • Marketing Strategy
  • Plan Development
  • Pricing

Life and Annuity Policy Services:

  • Compliance
  • Development
  • Drafting
  • Filing (SERFF and IIPRC)

Other Services:

  • Annual Statement Preparation
  • Insurance Accounting
  • Insurance Department Reporting
  • Quarterly Statement Preparation

Retirement Plan Services:

Administration, Consultation and Plan Design

  • Cross Testing Plans
  • Defined Benefit Plans
  • Defined Contribution Plans
  • 401(k) and Profit Sharing Plans

IRA Prototype Plan Documents for Financial Institutions

  • Education (Coverdell) IRAs
  • Roth IRAs
  • SEP IRAs
  • Traditional IRAs