Actuarial and Consulting

We use our actuarial and analytical skills to create new plans, revise existing plans, and help with compliance, communication, and process development.

When there’s no certainty, maintain a tight grip on probability. It gives you a measurable advantage as a plan sponsor. Our actuarial and analytical skills extend to four related areas:


We design Defined Benefit and Defined Contribution plan strategies to meet sponsor objectives, and create funding, expense and income replacement projections for plans. We do due diligence on plan mergers and acquisitions, prepare sustainability studies, and assist you with numbers for labor negotiations.


We prepare funding valuations in accordance with IRS rules and regulations, and accounting valuations in accordance with FASB, GASB and IAS. We also do valuations for OPEB and non-qualified executive benefit plans.


In conjunction with SageView’s advisory group, we establish capital market assumptions and develop asset allocation strategies across the efficient frontier. We also do deterministic and stochastic modeling of funding, expense and funded status and post-implementation monitoring of performance versus plan.


We prepare benefit calculations and election forms for plan participants; IRS, PBGC and DOL filings; participant benefit statements; and can assist with all facets of plan terminations.

Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRASIPC.
Cetera is under separate ownership from any other named entity.

SageView Advisory Group is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where SageView Advisory Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SageView Advisory Group unless a client service agreement is in place.
This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at  

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