Septon Strategies provides actuarial, retirement plan, and benefit administration consulting services.
Working with your organization to help you make better-informed strategic choices in retirement plan funding, design, and administration.
Septon Strategies empowers its clients with knowledge and insights in the areas of retirement plans and benefits administration consulting; educating clients through the sharing of research and know-how.
Put curiosity and experience to work for you.
Offering a wide variety of services:
Stress Testing and Contribution Forecasting
Analyzing how pension plans perform under various economic and demographic scenarios to identify potential risks and help stakeholders make informed decisions about a plan’s long-term sustainability.
Plan Design
Examining and studying pension plan structures to ensure they meet both employees' retirement income needs and the employer's cost objectives. This service reviews contribution rates, benefit formulas, and funding strategies to assess a plan’s overall effectiveness.
Legislative and Policy Analysis
Analyzing pension legislation and policies to assess their impact on pension plans. This service includes providing expert testimony and actuarial opinion letters that explain the financial and actuarial implications.
Defined Contribution Strategy
Research and guidance for plan sponsors evaluating defined contribution plan strategies, lifetime income solutions, investment advisor searches, provider reviews, and related plan decisions.
Benefits Administration Consulting
Retirement calculation audits, plan rules reviews, and calculation certification services, along with consulting on retirement administration systems to ensure accurate results.
Expert Testimony
Offering professional actuarial opinions and testimony in court cases, legislative hearings, and other forums, helping explain complex retirement plan issues for decision-makers and stakeholders.