Services
How can we help you reduce costs?
We offer a number of ways to help you drastically reduce your consulting fees.
> Insourcing – Bring your work in-house. We can help you establish administration procedures, assist with
interviewing additional staff and help train your staff.
> Modified Outsourcing* – If you wish to avoid the hassle and risk of insourcing, use JAG for your outsourcing needs
and experience tremendous savings.
> Co-sourcing – This is the ideal combination of cost-effectiveness and quality assurance. Let us be your in-house
actuary. We will help train your staff to perform benefit calculations. Then we will review all calculations before they
go out the door. Co-sourcing combines significant savings with assurance that all work is certified by a highly-
qualified pension administration expert.
* Modified Outsourcing is a joint effort -- we will perform the calculations while you will handle participant calls.
Already doing calculations in house?
You've already taken an important step toward significant savings. For assurance of quality, JAG can review your work. Possible solutions include:
> Reviewing – Provide ongoing review and certification for all of your pension calculations.
> Performing difficult calculations – Do or review your executive calculations or any “messy-ones” such as QDROs
or age 70.5 calculations.
> Auditing – Audit samples of your work to provide you with a level of comfort that your calculations adhere to your
Plan’s provisions as well as compliance with the law.
Want more savings?
We would be happy to help you with other pension needs, such as:
> Retirement system implementations – We can assist you with the massive project of implementing a new
system. We will provide you with guidance as well as help you perform acceptance testing.
> Benefit statements – From calculations to printing, we can help you generate great savings while providing you with
the highest quality statements.
> Present value calculations – Sometimes attorneys or other parties need to know the present value of a particular
benefit. We will help you consider the various parameters involved and provide you with either a present value or
more likely a range of present values.
Is your retirement staff overloaded?
Need temporary help? We are the perfect, cost-effective solution! We will get up-to-speed on your plans quickly and take as much of strain off your staff as you need for as long as you need.
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