348 Change Bridge Road | Pine Brook, NJ 07058

Actuarial Services in New Jersey

About Our Company:

Certified Actuarial Services, Inc. was founded in 1975 by M. Olivia Corrao with the idea to deliver cost effective quality retirement solutions for business owners. Over the years the business has grown to be one of the larger firms in the northeast servicing clients throughout the country.

Our team has decades of experience which helps you navigate through the regulations and compliance with the personal touch those employers and their staff have appreciated for over 40 years.

Please call us today so we can help you plan your future.

Phone : (973) 227-7766
Fax : (973) 882-6651
E-mail : info@caspension.com
Installation Services

We will provide in-depth service required to properly install and maintain your employee benefit plan.

After installation of the plan Certified will equip you with all of the necessary information required to comply with Federal regulatory requirements.

  • The installation of your plan includes…
  • IRS approved Prototype Plan Documents
  • Trust Agreements
  • Individually Designed Plan Documents
  • Section 125 Plan Documents
  • Cafeteria Plan Documents and/or
  • Non-Qualified Deferred Compensation Documents.
  • Form 5307
  • Employee Announcements
  • Enrollment Forms
  • Summary Plan Description
Administration Services

In order to maintain your plan, we monitor Federal Regulations and IRS procedures.
The administration of your plan includes…

  • Annual Report of Plan Benefits and alternative contributions
  • Allocation and maintenance of accounts
  • Coordination of benefits
  • Annual progress reports for Plan Participants
  • Internal Revenue Service forms (5500 Series)
  • Actuarial Certification
  • PBGC Forms
  • Benefit determinations for normal, early, deferred or disability employee benefit and for other termination of employment
  • Summary Annual Report
  • Employee Meetings
  • Asset Reconciliation
  • Loan Calculations, Documentation and Amortization Schedule