Mid-Sized & Large DB Plans

Nova 401(k) Associates’ actuaries all have experience working on mid-size and large plans:

  • Coordination with your outside ERISA attorney or preparation of plan documents including summary plan descriptions and as required IRS determination letter filings
  • Annual funding notice preparation
  • PBGC Form 1 and PBGC Form 1-ES as required
  • Annual nondiscrimination testing
  • Electronic filing of Form 5500
  • CPA audit support including FAS 35 calculations
  • Form 8955-SSA preparation
  • Annual Individual participant statements
  • Actuarial valuation reports and AFTAP certification
  • Consultations regarding required quarterly contributions
  • Frozen plan expertise
  • Development of strategies to work with plan sponsors to get their frozen plans to fully funded status so that they can be terminated
  • Financial accounting calculations including pension expense and footnote disclosures