Peter's area of emphasis is defined benefit pension plans, including negotiated and Taft-Hartley plans, government plans, plans sponsored by tax-exempt corporations, and plans sponsored by for-profit companies. He has provided clients with service in the following areas:
Defined benefit valuations
Retiree medical valuations
Experience studies
Nondiscrimination testing
Plan document drafting
Modeling of retirement income/costs
FAS 87/FAS 106 valuations
SOP 92-6 valuations
GASB requirements
Plan terminations and mergers
Administration |