Retirement Plan Services

One size does not fit all…

Touchstone’s Consulting is independent and its consultants have been developing innovative retirement plan designs for years. You will have access to a wide selection of custom-designed retirement plan solutions fitting your company’s profile and needs. Moreover, your plans will be in compliance with all pertinent tax and government regulations. Taking advantage of every beneficial feature for retirement can be a formidable and cost-effective tool for creating loyalty and retaining employees. Our services encompass:

Design:

  • Actuarial valuation of plan design changes
  • Plan design benchmarking
  • Employee focus groups and benefit surveys
  • Coordination with executive retirement benefits
  • Mergers and acquisition analysis
  • Expatriate and Third Country National Benefits

Finance:

  • Pension plan actuarial valuations
  • Accounting actuarial valuations

Administration:

  • Assistance with day-to-day administration issues and questions
  • Assistance with compliance issues
  • Assistance with all filing requirements including Form 5500s
  • Ongoing compliance updates
  • Periodic planning meetings
  • Nondiscrimination testing
  • Training sessions for employees administering the plan
  • Customized benefits software including benefit calculation programs

Communication:

  • Summary Plan Descriptions (SPD) drafts
  • Relevant employee communications
  • Educational seminars
  • Benefits manuals
  • Employee benefit statements