Actuarial and Administrative Services
We take a proactive approach to our services. Our experts stay current
on changing benefits legislation so you don’t have to. We'll regularly
provide you with updates on these changes throughout the year. Some
of our services include:
  • Plan design and administration of defined benefit and
    defined contribution pension plans

  • ERISA and Accounting Standards Codification Section 715-
    30 (formerly SFAS 87/158) actuarial valuations and reporting
    for defined benefit pension plans

  • Actuarial valuations for post-retirement health benefits
    under Accounting Standards Codification Section 715-60
    (formerly SFAS 106/158), GASB 43 and GASB 45

  • Municipal pension valuations for Pennsylvania

  • Attestation of actuarial equivalence of prescription drug
    plans to Medicare Part D plans for the purpose of applying for
    retiree prescription drug subsidies from the government

  • Preparation of individual benefit distribution certifications

  • Compliance and nondiscrimination testing for defined benefit
    and/or defined contribution pension plans under the Internal
    Revenue Code

  • Preparation of signature-ready government forms, such as
    Form 5500, PBGC premium payment forms, Form 1099-R, and
    Forms 1096 and  945

  • Expert witness testimony on actuarial matters such as
    wrongful death cases, or other circumstances, requiring the
    calculation of the value of lost compensation
The Phoenix Benefits Group, Inc.
Our Services:
Our Mission
Contact us:

Our goal is to provide our clients
with the highest quality actuarial
services at the most reasonable