General Info

Actuarial Benefits & Design Company, established in 1989, specializes in qualified retirement plan consulting, design and compliance testing. The company s consulting and design services include initial consultation on various qualified plans, feasibility analyses, design planning, employee communication, transition compilation and trust accounting. Its document preparation services include preparation of an Internal Revenue Service determination letter request, plan and trust document, application for the trust's federal identification number, summary plan description booklet for eligible employees, company resolutions and sample forms for the plan administrator. The company has strategic alliances with financial institutions to offer consulting and technical services on their investment programs. Actuarial Benefits & Design Company also organizes annual information and education workshop for its clients and is headquartered in Midlothian, Va.