Brief Case
Pension Resource
Pension Resource

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Pension Resource Services

As a independent Enrolled Actuary, Devin Schmelzer, EA, MSPA, MAAA specializes in delivering comprehensive pension services to third-party administrators and their clients. Serving as an outsourced actuary, he ensures each detail—from valuations to compliance filings—is handled accurately and on time.

  • Pension Valuations: Determine minimum and maximum funding requirements with AFTAP certifications.
  • Proposals: Develop tailored plan proposals that align with your clients’ objectives and long-term goals.
  • 5500 Schedule SB: Prepare filings with all required attachments for inclusion with Form 5500.
  • Compliance Testing: Offer recommendations to ensure compliance with annual testing requirements, including IRC 401(a)(4) and IRC 401(a)(26).
  • PBGC Premium Calculations: Provide XML files for straightforward MyPPA uploads, simplifying the PBGC premium process.
  • Plan Designs: Craft forward-thinking designs that meet current needs and anticipate future changes, minimizing unexpected surprises.
  • Plan Terminations: Offer comprehensive consulting and assistance in preparing PBGC-required forms to ensure a smooth termination process.
  • Employee Distributions: Calculate optional forms of benefits and prepare distribution packages efficiently and accurately.

Whether you need ongoing support, help during peak periods, or assistance exploring new markets, we provide the actuarial expertise and tailored solutions to help meet your clients’ needs.

Ready to enhance your pension services? Contact Pension Resource today to get started.

To help ensure quality, having an independent review of actuarial pension work can identify overlooked details before work is finalized. Reviews may be focused on specific areas (data review, calculation checking, and compliance testing) or comprehensive—covering actuarial standards, service scope, and reporting requirements. Pension Resource offers a confidential review service to help ensure quality.

Navigating retirement plan compliance can be complex. Pension Resource streamlines the process by researching and interpreting codes, regulations, and guidance to assist you in audit responses and inquiries. Contact us with your question to get started.

When opinions differ on retirement plan operations, a second opinion can provide clarity and confidence. Pension Resource offers an independent review to help resolve discrepancies and offer a constructive resolution.

Pension administrators often build tools repetitively. Let Pension Resource help by creating efficient, user-friendly, and customized pension tools. Contact us to discuss your specific needs.

An independent operational review of your pension plan can pinpoint inefficiencies and risks—from plan documents to accounting practices and participant payments—ensuring your plan runs smoothly.

Our fees vary according to the scope of services. For straightforward inquiries, we offer quick resources; for complex research or tool development, we provide fee estimates upfront. Contact us to learn more.

Contact Pension Resource