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Retirement Plan Actuarial & Administrative Services

Founded almost 20 years ago as an actuarial and administrative firm, today Nicholas & Associates retains its national reputation as a provider of these services. Our certified staff with expertise in plan administration, finance, accountancy, and actuarial science is dedicated to the changing retirement needs of our client partners. Rather than offering boiler plate solutions as many large financial institutions do, we pride ourselves on our flexibility to meet the unique needs of each client. We believe our ability to design, implement and administer any type of qualified and non-qualified retirement program is in the best interest of our clients.

  • Defined Contribution and Defined Benefit Plan Administration
  • Defined Contribution Account Record Keeping
  • Periodic or Daily Valuation and Internet Account Access
  • ESOP Administration and Liquidity Analysis
  • Compliance Oversight & Testing
  • Plan Documentation
  • Government Reporting
  • Defined Benefit Plan Actuarial Services
  • Calculation or Projection of Retirement Benefits
  • Determination of Financial Accounting Expenses
  • Special Actuarial Studies
  • Preparation of Pension Statements
  • Supplemental Executive Retirement Plans
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