Monroe and Associates, Inc. is an actuarial and employee benefits firm committed to providing superior services for corporations and fellow professionals such as attorneys and accountants. Our services are designed to enable clients to make informed decisions with respect to financial concerns. Our Services include:
Actuarial Services
• Defined benefit plan evaluations
• Actuarial calculations for government forms
• Defined Benefit Plan/Defined Contribution Plan combinations tested as one plan
• Benefit and equivalence calculations for terminating employees
• Benefit design for new or amending plans
• Age weighted profit sharing plan design and support
• Cross plan benefit testing
• Non-discrimination testing
• Combining of dissimilar plans (e.g., floor-offset plans)
• Review of actuarial reports by other firms
• Determination of maximum defined benefits under multiple plans
Administration Services
• Complete administration (except investments) of defined contribution plans including 401(k) plans
• Preparation of participant benefit statements
• Preparation of government forms
• Determination of maximum defined contribution amounts under multiple plans
Services for Attorneys
• Assistance in plan design
• Assistance with plan language (we will not draft plans)
• Assistance with IRS submissions
• Pension value determinations for divorces
• Wage/fringe loss determinations for lawsuits
• Expert witness testimony
Services for Accountants
• Assistance with plan administration
• 401 (k) plan ADP testing
• Cross plan benefit testing
• Non-discrimination testing
• Analysis of plan effectiveness
• Defined benefit plan evaluations
• Actuarial calculations for government forms
• Defined Benefit Plan/Defined Contribution Plan combinations tested as one plan
• Benefit and equivalence calculations for terminating employees
• Benefit design for new or amending plans
• Age weighted profit sharing plan design and support
• Cross plan benefit testing
• Non-discrimination testing
• Combining of dissimilar plans (e.g., floor-offset plans)
• Review of actuarial reports by other firms
• Determination of maximum defined benefits under multiple plans
Administration Services
• Complete administration (except investments) of defined contribution plans including 401(k) plans
• Preparation of participant benefit statements
• Preparation of government forms
• Determination of maximum defined contribution amounts under multiple plans
Services for Attorneys
• Assistance in plan design
• Assistance with plan language (we will not draft plans)
• Assistance with IRS submissions
• Pension value determinations for divorces
• Wage/fringe loss determinations for lawsuits
• Expert witness testimony
Services for Accountants
• Assistance with plan administration
• 401 (k) plan ADP testing
• Cross plan benefit testing
• Non-discrimination testing
• Analysis of plan effectiveness
Our Professional Services are customized to meet our clients' specific needs. Computer programming is done by our professionals with this in mind. We do not charge for routine telephone calls from clients or fellow professionals; we feel communication and problem solving are the first priorities.
