Because employers are typically inexperienced with the plan termination process, QAS assumes the leadership role of educating the plan sponsor. Our skills and expertise allow us to thoroughly and effectively:

• Analyze and evaluate the plan’s asset/liability structure;
• Consult with the plan actuary to confirm benefit calculations, forms, and structures;
• Review and underwrite the plan document for inclusion of relevant plan provisions;
• Develop comprehensive bid specifications;
• Audit and reconcile participant data and benefit forms;
• Audit all bid replies to ensure contracts provide for relevant provisions;
• Prepare Executive Summary for permanent records of employer;
• Negotiate bids and settlement provisions;
• Coordinate contract installation; and,
• Review and analyze final contract.