Benefit Calculation and Review

  • 415 Limit Verification - Section 415 of the Internal Revenue Code provides for dollar limitations on benefits and contributions under qualified retirement plans that must be reviewed.
  • Benefit Verification - Final review of retirement, disability, survivor, DROP, or BackDROP benefit calculations under the plan document or appropriate statutes (or calculation and review of member benefit calculations)
  • Disability Offset Review - Assistance in preparation and final review of disability offset calculations
  • COLA Preparation - Calculation of cost of living increases
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