CAG Services

Consulting Actuarial Group's employee benefit services can be summed up as a comprehensive program geared to meet all of your firm's needs. These services include:

Discrimination testing for 401(k) plans.

Periodic ERISA valuations and certifications.

FASB 87 valuations.

Plan design and implementation.

Preparation and employee statements and comprehensive communication programs.

Preparation of annual IRS forms and other disclosure materials.

Special studies for modernizing and maximizing the effectiveness of existing retirement programs.

Drafting documents and summary plan descriptions for legal review.

In addition, CAG can assist its clients with a wide range of employee benefit related matters such as flexible compensation programs, nonqualified executive compensation programs, analysis of corporate insurance proposals and the design of incentive compensation programs.