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Fidelity's Consulting & Actuarial Services

So much of your benefits program's success depends on the design, administration, and financial analysis of your plans. But these factors aren't the same for every organization. For this reason, Fidelity offers comprehensive Actuarial and Consulting Services. Through our expertise and experience solving even the most complex issues, we can help you create targeted, effective solutions for your benefit design, administrative and financial needs.

 
Consulting & Actuarial Services
Actuarial and Financial Analysis
Administrative Consulting
Benefit Program Expertise
Document drafting
Health Plan Management Sourcing
Plan Design
Actuarial and Financial Analysis
  • Annual ERISA valuations
  • Annual FASB valuations
  • Asset/Liability modeling
  • Cash flow and financial statement analysis
  • Funding/Reserve strategies
  • Multi-year forecasting and sensitivity analysis
  • Risk assessment
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Administrative Consulting
  • Administrative process analysis and design
  • Internal cost analysis
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Benefit Program Expertise
  • 401(k)/Profit sharing plans
  • Cash balance and pension equity plans
  • Domestic and international programs
  • Executive benefit plans
    • Funding options
    • Non-qualified retirement plans
  • Health and Welfare plans
    • Behavioral Health, EAP
    • Health care strategy
    • Integrated strategy
    • Life, AD&D, GUL, long-term care
    • Post-retirement medical
  • Implementation support
  • Outsourcing transition strategies
  • Pension plans
  • Software recommendations
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Document drafting
  • Compliance audits
  • Document drafting
  • Government reporting
  • Non-discrimination testing
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Health Plan Management Sourcing
  • Ongoing relationship management
  • Purchasing
  • Renewal negotiation
  • Service area analysis
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Plan Design
  • Adequacy analysis
  • Administrative assessment
  • Competitive benchmarking
  • Compliance analysis
  • Employee perception research
  • Review of alternatives
  • Total remuneration
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For more information, please call 1-888-849-7544

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