Our suite of pension actuarial services is designed to meet the diverse needs of our clients.
Plan Terminations
Graeme Group delivers complete PBGC plan termination support, ensuring compliant filings, accurate benefit distributions, and plan closure with minimal client burden.
Government Filings
We manage all required government filings, including Form 5500/SF, PBGC filings, Funding Notices, and nondiscrimination testing, maintaining non-negotiable adherence to ERISA and IRS regulations.
Plan Design
We provide plan design services for new defined benefit and cash balance plans, including customized plan structuring and document preparation/review to ensure alignment with sponsor objectives.
RMD & Distribution Support
Our team calculates Required Minimum Distributions (RMDs) for participants aged 73 and above, and offers optional support for benefit distributions and IRS Form 1099-R preparation.
Pension Scheme Valuations
Graeme Group prepares annual actuarial valuations, Schedule SB, and AFTAP certifications for defined benefit and cash balance plans.
PRT Training Services
Graeme Group offers PRT training services designed to build actuarial capability across U.S. and U.K. markets. Services include live instructor-led sessions, structured curricula, practical case examples, technical manuals, and recorded content for internal reuse. This equips actuarial teams with the tools needed to price and manage PRT transactions effectively.
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