Services
Defined Benefit Administration
BOS provides a comprehensive set of defined benefit and non-qualified 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. A summary of our basic defined benefit services include:
- Eligibility database management
- Benefit call center services
- Death claim processing
- Beneficiary management
- Retirement benefit estimates
- Participant notices
- Government filings
- Discrimination testing
- PBGC 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
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