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Independent insight. Smarter plan decisions.

Trusted actuarial expertise

Infinity Actuarial Consulting offers a comprehensive suite of services

to help plan sponsors and industry professionals design, fund, administer, and communicate retirement plans that support the needs of the modern workforce.

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ACTUARIAL SERVICES

Engaging an independent actuary to assess or supplement the work of the plan’s engaged actuary can be a powerful due diligence tool for plan fiduciaries tasked with monitoring the performance of service providers. By providing plan sponsors with an objective analysis of risk and cost drivers, forensic audit of actuarial results, and other services that enable the cost-effective, efficient management of employer retirement plans, Infinity Actuarial Consulting offers reassurance to plan sponsors and fiduciaries that they are being supported by qualified actuaries who are providing them a complete and accurate picture of a plan’s finances and risk profile.

Infinity Actuarial Consulting’s services include:

  • Actuarial audit of valuation results, experience studies, and other actuarial forecasts or projections, including supporting communications

  • Risk assessment and management strategies

  • Financial forecasting (funding, accounting, settlement)

  • Funding policy design and monitoring

  • Longevity/mortality profile analysis using Club Vita mortality tables

  • Pension risk transfer consulting, implementation, project management

  • Collective bargaining support

  • M&A due diligence

EXPERT TESTIMONY

With decades of experience in retirement plan actuarial services and administration, Infinity Actuarial Consulting offers authoritative, actuarially sound opinions developed based on deep, accurate analysis. Even before a complaint is filed, engaging an independent actuarial expert to offer insight into matters facing litigation, mediation, or arbitration can inform legal counsel's development of their initial arguments and ensure that all relevant matters are identified in the initial complaint. Clear and concise communication presented to legal counsel and the court support understanding of the complex actuarial and plan administration plan matters often at the foundation of retirement plan litigation.

Infinity Actuarial Consulting’s services include:

  • Litigation and dispute resolution (mediation and arbitration) support

  • Collaboration with legal counsel to develop case strategies and key arguments

  • Research and technical analysis

  • Written and oral testimony

  • Settlement support

FIDUCIARY AND PLAN ADMINISTRATION CONSULTING

Fiduciaries have a significant responsibility to manage and oversee employer-sponsored retirement plans in the best interest of participants and beneficiaries. It’s crucial that fiduciaries receive independent, objective advice so they can fulfill their duties to participants through sound governance and oversight, including education, plan operational review, communications, documentation, and resolution of complex compliance corrections.

Education

  • ERISA boot camp

  • Fiduciary basics

  • Plan design and changes

  • Legislative and regulatory updates

  • Financial literacy

  • Financial wellness

Governance and oversight

  • Operational review of plan administration procedures

  • Administrative process review and development

  • Service provider evaluation, monitoring, and implementation oversight

Plan administration
and compliance

  • Benefit calculation audit

  • Data quality assessment and cleanup

  • Missing participant research and resolution

  • Controlled group coverage and nondiscrimination testing

  • Complex profit-sharing allocations

  • Retirement plan compliance corrections

Participant communications

  • Individual benefit statements

  • Total compensation statements

  • Summary Plan Description review and drafting

  • Plan change communications

RETIREMENT STRATEGY
AND PLAN DESIGN

Today’s workforce has changed dramatically

since most retirement plans were originally designed, as has the economic and regulatory environment in which plans operate. The first step in developing and implementing effective retirement plan strategy is to assess existing programs and identify opportunities to optimize retirement plan design and outcomes.

Infinity Actuarial Consulting’s services include:

  • Income replacement assessment

  • Competitor benchmarking

  • Evaluation and design of risk-sharing plans

  • Pension risk transfer, including lump sum windows, annuity placement, and plan termination

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