Actuarial & Consulting

We partner with Third Party Administrators, Certified Public Accountants, and financial professionals to offer plan administration and actuarial services. Based on your needs and capabilities, we can tailor our services from full administration and actuarial services to third party actuarial review only.

Third Party Actuarial Review:

Services are customized to fit your objectives

  •      Plan Design
  •      Plan Document Review
  •      Annual Valuation Review
  •      AFTAP Certification and Schedule SB

Full Administration & Actuarial Services:

Services are customized to fit your objectives

  •      Initial Plan Design
  •      Plan Document Preparation
  •      Annual Valuation
  •      AFTAP Determination
  •      Preparation & Certification of Form 5500
  •      Preparation & Certification of PBGC Filing
  •      General Testing for Nondiscrimination
  •      Preparation of FASB/GASB Valuations & Reports

Also included in our services is continual monitoring of your plan to ensure that it remains in compliance with government regulations

"CBS develops relationships with our joint clients and many times goes above and beyond reasonable expectations." 
- Theodore C. Schumann, CPA, CFP