Defined Benefit Plan Actuarial Services and Administration

Financial risk managed. Employee distributions received. Business-compliant.

Maintaining a Defined Benefit Plan (DBP) can be risky, costly, and complicated. Businesses need experts to accurately calculate required contributions to the plan, as well as keep them compliant and process employee distributions correctly. Otherwise, they're likely to face unnecessary financial risk, costs, and compliance troubles.

That’s where Campbell Albrecht comes in. Our actuaries have years of experience successfully managing clients’ financial risk and administering their DBPs cost-effectively. With our specialized expertise, personalized services, and cutting-edge technology integrated into your systems, your DBP will always help protect your company’s future.

Rest easy knowing our proactive services minimize risk and maximize results

We’ll set up and fully manage your Defined Benefit Plan, including:
  • Calculating employee eligibility and plan entry
  • Maintaining participant vested percentage records
  • Determining eligibility to receive benefit accrual
  • Preparing annual actuarial report and certification
  • Actuarial determination of required employer contributions
  • Preparing individual benefit statements
  • Processing distributions: Calculation of distribution amount, preparation of required distribution notices, release of forms and IRS Form 1099-R

Comprehensive Retirement Plan Services
with a Personal Touch

Whether you need a supplemental service or a complete retirement solution, you’ll have
a dedicated team of certified experts with you every step of the way

Annual Compliance Testing and Government Reporting

Our specialists thoroughly test your retirement plan and handle all government reporting so you’re always in compliance with all federal regulations


Whether you need to amend a plan or conduct a benefits study, our experts design and execute roadmaps for any retirement project, ensuring clarity, accountability, and maximum ROI

Plan Design and Implementation

We’ll customize a plan that meets the needs of all stakeholders, handle all documentation, and seamlessly integrate it into your business operations