Our expertise lies in the measurement of actuarial liabilities for retirement benefits, including pension and medical. We specialize in medium to large plans for both public and private sector employers. We do not sell investment or insurance products, and we do not actively seek administrative work, meaning that we are free to provide high-end actuarial services without conflict of interest. Common assignments for us include:

• California School Districts - AB1200 and AB3141 certifications
• All public entities - Retiree Medical valuations and GASB 45 (OPEB) compliance
• FAS 106 valuations and disclosures for private sector clients
• Assignments relating to CalPERS/STRS
• FAS 87 valuations and disclosures for defined benefit plans
• Medium to large plan actuarial services subcontracted to small plan actuarial firms
• Quality Spanish language translation of employee benefit materials