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...a sample of clients served includes the following...

• Review of retirement calculations and early retirement consulting for a postal employee participating in the Civil Service Retirement System (CSRS) and Thrift Savings Plan (TSP).
• Review of retirement calculations, claims assistance, and retirement commencement analysis (to evaluate early versus deferred retirement) for a participant in the Mercedes-Benz USA LLC Pension Plan.
• Comparison of projected benefits under the Honeywell Retirement Plan to another pension formula for a Honeywell employee.
• Review and recalculation of the Cash Balance Accrued Benefit and the Transition Benefit from the SPX Corporation Individual Account Retirement Plan (IARP), and the 12/31/98 GSX Accrued Benefit from the Corporate Retirement Plan of General Signal Corporation, as well as claims assistance for the participant.
• Review and recalculation of the PEP Lump Sum Benefit and the Prior Fraser Plan Accrued Benefit from the Fraser Papers Inc. Pension Equity Plan, and the Frozen Accrued Benefit from the Retirement Plan for Employees of Noranda Finance Inc., Subsidiaries, and Affiliates, as well as claims assistance for the participant.
• Review of the Cash Balance Account Benefit and Frozen Accrued Benefit calculations for participants of The St. Paul Companies Employees' Retirement Plan.
• Retirement consulting and claims assistance for participants of the Retirement Income Security Plan for Employees of the Mutual Insurance Company of New York MONY.
• Review and recalculation of the late retirement lump sum benefit as well as claims assistance for a participant of the Retirement Plan for Salaried Employees of Amicale Industries, Inc.
• Verification of lump sum retirement benefit and claims assistance for a participant of the Howard Energy (Publications) Employees’ Retirement Plan.
• Cash balance and lump sum assistance for participants of the Xerox Company Retirement Income Guarantee Plan (RIGP).
• Retirement consulting and review of RIGP and Unfunded Retirement Income Guarantee Plan (UGRIP) calculations for former Xerox Executives.
• Retirement consulting and review of retirement calculation for participants of the ConAgra, Inc. Pension Plan.
• Retirement consulting and review of retirement calculation for participants of FedEx Express Corporation Pension Plan.
• Review of retirement calculations, lump sum payments and claims assistance for BellSouth Pension Plan (BSPP) participants.
• Assistance to participants of the Snap-On Incorporated Retirement Plan.
• Lump sum termination calculation analysis for participant of NSK Corporation Employees' Pension Plan.
• Pension search assistance for participant of furniture manufacturer.
• Survivor benefit assistance for spouse of former employee of small wholesaler.