|Retirement Plans and Actuarial Services|
The Ross Companies provides consulting and actuarial services for qualified and non-qualified retirement programs for a range of client companies and not-for-profit organizations
A retirement plan represents a long term commitment by any organization. As such, it needs to be well planned, thoughtfully designed, and properly administered. Myriad laws, regulations and accounting requirements combine to create a complex environment for retirement plans.
We help clients to:
We start by understanding the client’s financial, tax and accounting positions, as well as human resources concerns. Then we establish a work plan and set a schedule at the beginning of each engagement to meet the client’s needs and avoid last-minute issues.
Address the complexity of retirement plans with our knowledge, insight, creativity and experience
Set objectives, define financial parameters, and refine expectations and then design and implement new plans or changes to existing plans, in accord with each client’s specific needs and circumstances
Work with the funding and accounting issues, and work with legal, financial, banking and accounting advisers to get the job done