Retirement Services

Mockenhaupt Retirement Services provides our clients with every aspect of defined benefit and defined contribution retirement plan design, administration, and compliance. This high quality work is performed by our team of experts, including actuaries, analysts, and consultants, who know all the intricacies of retirement plans. 

Mockenhaupt is dedicated to handling the needs and concerns of governmental employers regarding benefits issues, with a special focus on Pennsylvania pension regulations. We provide unbiased guidance and information to our clients based on the goals of:

  • Protecting the integrity and soundness of the pension plan
  • Maintaining compliance with state and federal regulations
  • Focusing on the best interests of the employers, employees, and beneficiaries of the plan

We are committed to provide accurate and timely actuarial and administrative services for the retirement plans sponsored by our clients. Our team values the importance of keeping abreast of current benefit trends, legislative changes, precedent-setting court decisions, and changing audit practices and opinions.

Making the Right Choice

We work with more public pension plans than any other Pennsylvania consulting firm – compare services today.

 

Comprehensive Suite of Services

Actuarial

  • Actuarial Valuations (Defined Benefit Plans)
  • Minimum Municipal Obligation (MMO) Calculations
  • Governmental Accounting Standards Board (GASB) Services
  • Other Post-Employment Benefits (OPEB) Actuarial Valuations
  • Act 205 Forms
  • Allocation Reports (Defined Contribution Plans)

Consulting

  • Pension Plan Design
  • Pension Plan Cost Studies
  • Act 44 Guidance and Assistance
  • DROP Analysis and Design
  • State Auditor General Assistance and Response to Findings
  • Arbitration Assistance and Expert Testimony
  • Periodic Notifications and Educational Email Blasts

Administration

  • Retirement Benefit Estimates and Final Calculations
  • Employee Benefit Statements
  • DROP Statements
  • Contribution Refund Calculations
  • COLA, DROP, and Military Buyback Calculations
  • Domestic Relations Order Review and Assistance
  • Plan Document Services (including Summary Plan Descriptions)


Mockenhaupt Clients
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