Our Services
At Heliodorus LLC, we work closely with TPAs to deliver the technical expertise and strategic support you need to thrive in a competitive marketplace. With a focus on seamless collaboration, regulatory compliance, and customized service, we help TPAs optimize their operations and meet the unique needs of their clients.
Actuarial Outsourcing
As your trusted pension support team, Heliodorus LLC offers expert actuarial outsourcing services to enhance your service model and empower your business to grow. Our solutions include:
Flexible levels of involvement to complement your operational needs.
Billing structures tailored to integrate effortlessly with your existing processes.
Dedicated proposal assistance to help expand your Defined Benefit and Cash Balance client base.
Plan Administration
Our comprehensive plan administration services are designed to keep pension plans running smoothly, year after year. We ensure compliance, accuracy, and efficiency through:
Analyzing annual census and business data.
Addressing changes in plan sponsor objectives to align with evolving goals.
Calculating required minimum contributions and preparing accurate government filings.
Maintaining plan documents and participant notices in accordance with IRS and DOL regulations.
Additional services include:
Annual valuations and compliance testing.
Contribution calculations and benefit statements.
Preparation of government filings including Form 5500 and PBGC reports
Plan amendments, restatements, and terminations.
Plan Design and Implementation
Heliodorus LLC combines expertise and strategic insight to create and implement retirement plans tailored to meet the goals of plan sponsors and their advisory teams. Our services include:
Design
Conducting due diligence to understand financial, tax, and operational considerations.
Developing customized plan designs that balance benefits with budgetary constraints.
Providing detailed proposals with clear recommendations and options.
Engaging in collaborative discussions to address questions and finalize the design.
Implementation
Drafting all necessary legal plan documents and participant communications.
Coding plan provisions to ensure accurate valuation and seamless administration.
