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ACTUARIAL CONSULTING SERVICES

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HEALTHCARE VALUATIONS

Comprehensive annual actuarial valuation reports include plan costs, a description of actuarial assumptions, and a summary of plan provisions. Annual valuations comply with accounting disclosure requirements for a wide array of postretirement benefit plans, including medical, dental, and life insurance, for private (ASC 715-60) and public (GASB 74/75) sectors. Our healthcare actuarial practice can help you:

  • Manage costs in a world of ever increasing medical premiums.
  • Model “what if…” scenarios for plan design changes and contract negotiations.

PENSION PLAN VALUATIONS

Our experts can help you wade through a fluid regulatory environment with services that include:

  • Interpretation of new regulations and accounting requirements
  • Annual review of your plan’s investment and actuarial experience
  • Comprehensive annual actuarial valuation reports that include plan costs, a description of actuarial assumptions, and a summary of plan provisions.

U.S. AND INTERNATIONAL ACCOUNTING

Accounting reports for post-retirement benefit plans that conform to U.S. and international standards, including IAS 19 and FRS 17.

DEFINED BENEFIT PENSION PLAN OUTSOURCING SERVICES

We offer outsourcing services that allow you to hand over all administrative functions of your plan so you can concentrate on running your business. Let our trained experts handle the details of your plan, including:

  • Data maintenance, compliance mailings and information to other service providers
  • Responding to participant questions
  • Reviewing plan documents
  • Handling all transactions necessary for maintenance of the plan
  • Compliance testing for tax-qualified pension plans

INDIVIDUAL BENEFIT CALCULATIONS

Burke Group can perform benefit calculations and prepare the benefit distribution package for plan participants upon retirement, death, disability or other termination of employment.

GOVERNMENTAL FILINGS

Let Burke Group help you navigate the rough sea of governmental requirements, including preparing a signature-ready DOL Form 5500, a PBGC Comprehensive Premium Filing, and the IRS From 8955-SSA.
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© Copyright 2019 Burke Group.

Brian J. Schiedel

Principal – Retirement Plan Consulting

Brian Schiedel is responsible for monitoring daily valuation recordkeeping services, ensuring that transactions meet strict procedural guidelines, and providing compliance and other consulting services for Burke Group’s retirement plan clients. He serves as the direct Relationship Manager for more than 30 retirement plans.

Prior to joining Burke Group, he obtained his bachelor’s degree in management science from the State University of New York at Geneseo. He has also obtained the Qualified 401(k) Administrator (QKA) designation through the American Society of Pension Professionals and Actuaries (ASPPA).

bschiedel@burkegroup.com

585.641.7258