Actuarial Services

Defined Benefit plans and Cash Balance plans rely on the work of professional actuaries to determine funding and benefit contributions each year. Latitude’sTM in-house professionals determine contribution levels based on actuarial assumptions about future pay increases, investment performance, years until retirement and life expectancy after retirement.

We will provide…

Actuarial Valuations

IRS Form 5500 Schedule B Certification

PBGC Form 1 Schedule A Certification

We will also provide you and your employees with annual retirement benefit projections.

From performing required IRS actuarial valuations to assisting Plan Sponsors with auditing, analysis and funding requirements…

Latitude has the technology, resources and expertise to provide consulting and services to fit your needs.

Talk to us about your retirement plan needs.