Investment Consulting

Actuarial Services

Retirement Actuarial Services

Wilshire Consulting’s actuarial services team provides clients with traditional retirement actuarial services and works closely with Wilshire Consulting’s investment teams to provide technical support and advice related to pension funding, accounting and benefits.  Using a holistic approach – from both an asset and liability perspective – our team helps plan sponsors consider asset volatility and expected returns, fluctuations in funded status and the impact of surpluses derived from high returns.  

Wilshire's core actuarial services include:

  • Actuarial valuations – funding and accounting
  • AFTAP certification
  • Data review and remediation
  • Auditor's requests
  • Financial reporting
  • PBGC filing
  • Preparation of 5500 forms
  • Annual participant benefit statements
  • Benefit calculations & benefit election forms
  • Annual funding notice to participants
Our consultants act as an extension of clients’ staffs to provide valuable on-target advice to identify opportunities for effective plan management.

Wilshire’s additional services include: 

  • Strategic financial analysis
  • Retirement plan design
  • Retiree medical valuations
  • Nonqualified plan valuations
  • Asset/liability modeling
  • Funded status monitoring
  • Glide path construction
  • Plan terminations
  • Vendor management

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