What We Do and How We Do It

Nicolay Consulting Group brings you the full range of pension consulting services. Professional staff are personally responsible for serving the sponsor’s needs.

A team of consultants and support personnel under a project manager are available personally and by phone to respond to our clients immediately. Our staff has expertise not only in our work, but also in the culture of our religious and other non-profit clientele.

  • Pension Plan Design and Implementation
    • Custom plans created specifically for each plan sponsor’s unique needs.
    • Full-service or limited implementation of the plan, from a complete overhaul to fine-tuning, from document writing to claims processing to IRS filings, as you choose.
    • Actuarial valuations for funding and disclosure purposes.
    • Custom surveys tailored to specific organizational cultures.
  • Pension Plan Administration—Pension Services Corp.
    • Design custom forms and procedures for each plan.
    • Work individually with each plan participant (retiree) to answer questions and help file claims for benefits.
    • Manage all or part of the plan as you choose.
  • Health Insurance Valuations and Costings
    • Actuarial valuation of post-retirement healthcare benefits.
    • Assistance with employer-sponsored self-funded healthcare plans.
      • Budget planning and appropriate funding.
      • Claim reserves.
    • Calculate the cost implications of anticipated changes to existing healthcare plans and help clients understand the funding consequences of plan design changes.

Contact us to discuss specifics.

 

 

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