Actuarial and Auditing Services

At EZ Pension Services, our actuaries and professionals provide specialized actuarial and auditing services.

In addition to administration and compliance testing, we also provide the following: 

IRS and DOL audits – for employers who are subject to IRS or DOL audits, we will provide guidance and assistance in the auditing process; we will also provide technical and actuarial expertise to resolve compliance issues

Peer review – we will peer-review calculations from other actuarial firms to check for accuracy and to review compliance issues

QDRO calculations – we will review Domestic Relations Order (DRO) for qualified status and calculate (or review) QDRO benefit determination

Plan mergers and acquisitions, and plan terminations – we will provide guidance and services on all matters relating to plan mergers and acquisitions and plan terminations

Experience studies and Gain and Loss analysis - we will conduct experience studies and analyze gain and loss to review funding adequacy

Actuarial funding projection – we will perform long-term funding forecast so that the clients can make investment and cash flow planning

Non-qualified Plan – we will provide guidance and service for non-qualified plans, including review of compliance issues, reporting, disclosures, and tax calculation