...this service evaluates the disability benefit payable from the pension plan.

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• Often disability provisions are not clearly identified in a pension plan, requiring interpretation of other provisions not specifically related to the disability event.
• Some plans provide a disability benefit, payable directly from plan assets.
• Many plans provide enhanced pension benefits which are earned during the period of disability.
• Federal law prohibits the forfeiture of pension plan benefits upon the disablement of a vested participant.

This service evaluates the calculation of disability benefits payable from a pension plan.   Often participants are unaware of disability pension benefits, instead looking only at company short and long term disability benefits, Social Security disability benefits, state disability benefits, or personal disability insurance.  Often disability provisions are not clearly identified in a pension plan, requiring interpretation of other employment-related provisions not specifically pertaining to the disability event.  In addition, a period of disability frequently precedes death, or even retirement, complicating the calculation of the death or retirement benefit.  Contact us now!

You will receive consultation and a Pension Benefit Evaluation Report which will detail the results of the Actuary's review.