Actuarial Audit Services

Actuarial Audits identify errors by current practitioners, give an opinion on the cost of a plan, and set the stage for analysis of plan design alternatives.

			Plan Liability Audits are a thorough review of the plan's actuarial liability amount
			Assumption Reviews look at the plan's economic and demographic assumptions

Actuarial Consulting

Annual recurring services required to efficiently administer a defined benefit pension plan.

			Actuarial Valuation Reporting
			Annual Government Compliance including PBGC Premium form and signature ready 5500 packages
			Individual Benefit Calculations
			FAS 87, 88, 132 and 158 Accounting
			Response to all audit requests

Plan Design Consulting

Comprehensive analysis of plan benefits and current and future costs. Includes a review and analysis of employer's benefit and cost objectives.

			The level of retirement the employer intends to provide
			The employee's contribution responsibility and level of investment risk
			Identification of alternative plan designs and cost implications
			Recommendation of plan designs that more closely meet employer objectives

NFPSI Disclosure:

NFPSI Disclosure: Gallagher Retirement Services is the national retirement plan services and consulting division of Gallagher Benefit Services, Inc. Securities and investment advisory services offered through NFP Securities, Inc., Member FINRA/SIPC. Investment advisory services and corresponding named fiduciary services may also be offered through Gallagher Fiduciary Advisors, LLC (GFA), a Registered Investment Adviser and wholly owned subsidiary of Gallagher Benefit Services, Inc. Not all individuals of Gallagher are registered to offer securities or investment advisory services through NFP Securities, Inc. The information presented on this website should not be construed as legal, accounting, tax, or other professional advice, consultation, or service. NFP Securities, Inc. is not affiliated with GBS Insurance and Financial Services, Inc., Gallagher Benefit Services, Inc., Gallagher Fiduciary Advisors, LLC, or the Gallagher Retirement Services division. Neither Gallagher Benefit Services, Inc., the Gallagher Retirement Services division, Gallagher Fiduciary Advisors, LLC, nor NFP Securities, Inc. provide legal, accounting, or tax advice.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

The web site links referenced are being provided strictly as a courtesy. Neither us, nor NFP Securities, Inc. are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

To ensure compliance with requirements imposed by the U.S. Internal Revenue Service (IRS) under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code (IRC) or (2) promoting, marketing, or recommending to another party any matters addressed herein.