Services Overview

At Burke Group we specialize in three main practice areas that directly affect the long-term financial well-being of individuals, organizations and communities.

To each of our practice areas we bring a sense of stewardship and dedication to true professionalism. To us that means we look after the interests of our clients as our own. And we seek to do the right thing in the larger sense of that phrase; to do what’s best not only for a particular client, but also to maintain a perspective that serves the greater good.

We’re confident that taking the long view and charting a course accordingly will continue to serve the best interests of our clients.

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Service Practice Areas

RETIREMENT PLAN CONSULTING & ADMINISTRATION

Plan Administration Services

  • 401(k) Plans
  • 403(b) and 401(a) Plans
  • Taft-Hartley Annuity Plans
  • Money Purchase and Defined Contribution Plans
  • Profit Sharing Plans
  • ESOP
  • Traditional Defined Benefit Pension Plans
  • Eligible 457 Plans

Compliance Services

  • Quarterly management reports
  • Plan document services
  • Discrimination testing
  • COBRA plan administration
  • DOL & IRS plan audits

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ACTUARIAL VALUATION & CONSULTING SERVICES

Featured Services

  • Other Postretirement Medical and Life Insurance Benefit (OPEB) Plans (ASC 715 – 60, GASB 45, and GASB 75 Reports)
  • Defined Benefit Plans
  • Annual Actuarial Valuations
  • ASC 715 - 20 + 30, ASC 960, IAS 19 & FRS 17 Accounting Reports
  • Government Forms
  • Early Retirement Windows
  • Cash Balance Plans
  • Employee Benefit Statements
  • Benefit Calculations
  • Non-Discrimination Testing
  • Plan Document Review
  • IRS/DOL Audits
  • Summary Plan Descriptions

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COMPENSATION CONSULTING SERVICES

Featured Services

  • Management Incentive Plan Design
  • Market Analysis of Base Salaries & Annual Incentives
  • Salary Administration Design
  • Sales Incentive Compensation Plan Design
  • Benefit Perquisite Design & Analysis
  • Executive/Long-Term Incentive Compensation
  • Deferred Compensations
  • Group Incentive & Gainsharing Programs
  • Employment Agreements/Change in Control Agreementss
  • Succession Planning
  • Performance Review Training
  • Executive Compensation Agreements - Design

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