- 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