BOS provides a comprehensive set of defined benefit and non-qualified Supplemental Executive Retirement Plan (SERP) administration services. We are often successful in providing services to our clients that effectively reduce fees from plan actuaries, accountants and related professional services. Our basic defined benefit services include:.
• Eligibility database management
• Benefit call center services
• Death claim processing
• Beneficiary management
• Retirement benefit estimates
• Pension buyout administration
• Participant notices
• Government filings
• Benefit call center services
• Death claim processing
• Beneficiary management
• Retirement benefit estimates
• Pension buyout administration
• Participant notices
• Government filings
• Discrimination testing
• PBGC audits and related filings
• Preparation of plan documents and SPDs
• FAS 87 and ad-hoc reporting
• QDRO processing
• Actuary, trustee and accountant interface
• Retirement applications and change processing