Actuarial services for retirement and pension plans
Help your clients navigate funding, compliance, and long-term pension strategy with actuarial services built for accuracy, clarity, and confidence.
Why actuarial services are about more than numbers
Actuarial services for retirement plans are the foundation of defined benefit and cash balance plans—determining contribution requirements, supporting compliance, and guiding long-term funding decisions.
You might believe that all actuarial services are the same, but that isn’t necessarily the truth. What makes FuturePlan different is our approach and experience––specifically, how we deliver results with clarity, how reliably the work is executed, and how you’ll be able to confidently guide your clients accordingly.
FuturePlan integrates actuarial services directly into plan administration and consulting, so you’re not managing separate providers or interpreting complex outputs on your own. Everything works together—consistently and on schedule.
How we can help you
Actuarial valuations and reporting
Annual valuations, funding calculations, and financial reporting to support plan requirements and decision-making.
Defined benefit and cash balance consulting
Plan design support, funding strategies, and ongoing adjustments aligned with regulatory requirements.
Pension filings and compliance
Preparation and submission of required filings, including with the IRS, DOL, and PBGC.
Pension risk management and funding strategy
Guidance on contribution strategies, liability management, and long-term plan sustainability.
Regulatory interpretation and support
Ongoing insight into IRS and ERISA requirements, helping you and your clients stay current as rules evolve.
Benefits for you and your clients
For your clients
Predictable, compliant funding requirements
Reduced exposure to pension and regulatory risk
Better visibility into long-term obligations
More confidence in plan sustainability
For your practice
Clear answers to complex client questions
Less time interpreting technical outputs
Reduced risk tied to funding or compliance errors
A partner that supports long-term client relationships
Drive informed conversations
Actuarial work is where retirement plans become intricate—complex calculations, evolving regulations, and long-term financial commitments. We help you understand what they mean and what to do next.
The real opportunity lies not just in generating the numbers, but in understanding what they mean and determining the next steps.
FuturePlan focuses on making that interpretation clear. We help you understand funding requirements, evaluate options, and communicate decisions to your clients without getting lost in technical details.
This work directly supports plan strategies like defined benefit and cash balance plans, helping ensure they remain compliant, properly funded, and aligned with long-term strategy.
How actuarial services integrate across client plans
Actuarial services connect directly to administration, compliance, and ongoing plan strategy. FuturePlan brings those pieces together in a coordinated model that supports the full plan lifecycle.
This includes:
Annual valuations and funding requirements
Contribution calculations and adjustments
Compliance testing and regulatory filings
Ongoing plan monitoring and updates
By reducing handoffs and aligning processes across teams, this approach improves consistency and helps ensure nothing falls through the cracks.
Why choose FuturePlan?
You need an actuarial partner who can deliver consistent results, support your growth, and be there for the long term.
Niche expertise
With more than 75 enrolled actuaries and a global team of 400 specialists, FuturePlan is built to grow with your practice and your clients.*
Precision design
As a certifier for plans covered by the PBGC, we have worked across thousands of unique scenarios and design solutions to mitigate risk and ensure outcomes are delivered.
Complexity made simple
We translate complex actuarial concepts into straightforward guidance you and your clients can understand and act on.
Insights provided by our actuarial team
Changes to Medicare Part D Under the Inflation Reduction Act
Leadership
Behind FuturePlan's deep capabilities is an experienced leadership team dedicated to delivering innovative solutions.
While many actuarial services compete primarily on price, FuturePlan stands out by delivering exceptional value through its scale, expertise, and stability.
Let’s start a conversation
If you are evaluating actuarial services for defined benefit or cash balance plans—or need a partner who can support funding, compliance, and long-term strategy—connect with FuturePlan to discuss the right approach for your clients and your practice.
*As of 12/31/2025