Retirement & Investment Solutions | Actuarial Services | CBIZ, Inc

Actuarial Services

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The challenges of sponsoring a defined benefit retirement program are unique. In addition to adhering to the ever-changing landscape of regulatory and compliance issues, sponsors need to be vigilant in aligning their investment and funding policies to minimize balance sheet, cash flow and expense volatility. We can help you manage your benefit plans from beginning to end. We assist with plan design, compliance, actuarial valuations, cash flow testing and forecasting. 

Defined Benefit Actuarial Services

Our team can assist with:

  • Data and asset reconciliation 
  • Experience studies
  • Annual actuarial valuation and financial reporting
  • AFTAP certification and annual funding notices
  • PBGC filings, IRS forms and schedules
  • Compliance review and testing
  • Employee benefits statements
  • Cash flow projection and planning strategies
  • Plan design analysis 
  • Asset/liability study
  • Pension plan de-risking
  • Plan termination

Retiree Health Care Actuarial Services

Our team can assist with:

  • Claims cost development
  • Actuarial assumption review
  • Annual actuarial valuation and financial reporting
  • Marketing and plan-specific trend analysis
  • Medicare Part-D attestation
  • Premium rate development
  • Cash flow projection and planning strategies 
  • IBNR and reserve analysis
  • M&A due diligence 
  • Plan start-up
  • Termination issues

Multiemployer Services

Our team can assist with:

  • Annual actuarial valuations
  • Accounting results (ASC960)
  • Withdrawl liability consulting and analysis
  • PPA2006, MPRA2014, ARPA2021 consulting & projections
  • Experience studies
  • Annual notices support
  • Web-based calculation technology and participant websites
  • Plan design/Hybrids/Variable Plans
  • Spinoffs and mergers
  • Adminstrative support
  • Benefit calculations
  • Deterministic and stochastic modeling

GASB Services

Our team can assist with:

  • Document review
  • Collect data and claims collection
  • Liability and actuarial contributions determination
  • Assessment of GASB implications and state apporpriate filings
  • Changes and solutions to mitigate GASB benefit cost

Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.

Third party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

CBIZ Financial Solutions, Inc. is a Broker/Dealer, member FINRA, SIPC and registered investment adviser.

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