Exceptional qualified plan consulting takes a hands-on approach, which Lurie Besikof Lapidus & Company, LLP has been providing to the business community since ERISA was introduced in 1972. Our Actuarial & Benefits consultants provide plan design, consulting, administration and actuarial services to over 1,000 qualified plans. Our consultants have earned industry designations through the American Society of Pension Professionals and Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA). Attending industry conferences and keeping current on legislative changes allows our consultants to provide optimum service to our customers.

Actuarial & Benefits Consulting Services Include:

• Superior design of qualified retirement plans to meet the goals of the stakeholders
• Third party administration of qualified retirement plans, including
  • 401(k) Profit Sharing
  • Traditional Defined Benefit
  • Cash Balance
  • Employee Stock Ownership Plan (ESOP)
  • Safe Harbor 401(k)
  • Money Purchase Pension
• Actuarial valuations
• Vendor searches
• Compliance reviews
• ESOP re-purchase obligation studies
• Qualified plan audits