Roberts, Carrie - July 3, 2020 Resume - Retirement Plan and ESOP Consultant
Actuarial&Pension
1. Let’s get started.
P 866-401-5272 ETrustSales@bpas.com W bpas.com
Plan Administration & Recordkeeping | TPA Services | Actuarial & Pension Services | VEBA/HRA Services Fiduciary Services
AutoRollovers & MyPlanLoan Services | Healthcare Consulting Services | Hand Benefits & Trust | BPAS Trust Company of Puerto Rico
BPAS Offices in Rochester, Syracuse, Utica, and New York, NY | Philadelphia and Pittsburgh, PA | Houston, TX | E. Hanover, NJ | San Juan, PR
BPASSolvingTomorrow’s Benefit ChallengesToday
• Valuation Services: Single employer, multiemployer, public and
Church plan expertise | Reporting under ERISA (PPA), plan audit
standards and financial accounting standards (ASC, GASB, SAP).
• Compliance Services: Preparation of DOL/IRS Form 5500 and
PBGC filings | Coverage and nondiscrimination testing.
• Tax and Legal Consulting: Help with understanding pension
regulations | Plan document preparation, amendments and
restatements for review by your attorneys.
• Employer Liability Consulting: Multi-employer plan
participation issues | Withdrawal liability estimates | Plan
solvency analysis.
• Forecasting: Modeling the impact on pension plan assets
and liabilities under different scenarios on a deterministic or
stochastic basis | Development of plan funding strategy.
• Custom Discount Rate Determination: A personalized
discount rate methodology that is typically 50 to 100 basis
points higher than the discount rate generated by the
traditional Citigroup Pension Liability Index method | Lower
balance sheet liabilities.
• Derisking/Plan Termination: Pension risk transfer including
the design and administration of lump sum offerings, annuity
purchases and plan terminations.
• Plan Design Consulting: Qualified and Non Qualified Plans|
Hybrid plan designs such as WRAP and Variable Annuity|
Qualified SERPs.
• Employee Communications: Development of a
communication strategy to maximize employee understanding
of the plan and any proposed changes | Employee meetings,
surveys, and print and online education materials.
• Customized Web Portal: Secure portals in real-time for human
resources managers and plan participants | View participant
data, benefit statements, plan related documents such as the
Summary Plan Description (SPD) and more | Calculation of
retirement benefit options.
• Benefit Administration/Outsourcing:A full suite of
administration, including management of participant data,
participant servicing center, automated benefit certifications,
benefit commencement processing and compliance.
Look to BPAS Actuarial & Pension Services for:
BPAS Actuarial & Pension Services
The Perfect Balance
BPAS actuaries and advisors have been helping
clients with employee benefit consulting solutions
for more than three decades. A spin-off of the
PricewaterhouseCoopers Global Human Resources
Solutions division (PwC) in Syracuse, NY, we now staff
30 credentialed actuaries and serve more than 600
pension plans ranging from 1 to 20,000 employees,
along with hundreds of retiree health valuations in
both the private and governmental sectors.
From implementation through years of
ongoing service, you’ll have a dedicated team
of benefit consultants overseeing every facet
of our pension plan relationship.