Pension Plan Services

Venuti & Associates provides services to both single and multi-employer pension clients. We can easily create a customized plan of services to meet your specific needs, including:

  • Prepare annual actuarial valuations.

  • Maintain the Funding Standard Account as required by ERISA and complete the Schedule MB or SB (Form 5500).

  • Provide actuarial certifications under the Pension Protection Act of 2006 ("PPA").

  • Assist with multi-year projections under PPA using variable projection scenarios.

  • Assist, as necessary with the other annual reporting and disclosure requirements of ERISA.

  • Prepare and provide annual pension plan listings to the administrator to assist with the administration of the plan.

  • Attend all Board of Trustees meetings and all other special meetings, if requested.

  • Prepare, or review, plan document amendments and changes to the summary plan description.

  • Assist the administrator and attorney with actuarial and other issues that arise in the day-to-day operation and communication of the pension plan.

  • Act as advisors to the plan sponsor by providing ongoing guidance and recommendations to maximize the effectiveness of the retirement plan

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