Client Area
Consulting & support

Expert help for the work around the software.

From focused research to full custom solutions, Lynchval consultants help clients address pension and OPEB challenges with well-defined requirements and professional project management.

Flexible services for every stage

Our centers of excellence support implementation, plan setup, training, reporting, updates, and ongoing operational needs.

Service bureau

  • Back-office actuarial valuations and surge support
  • Preparation and review of sample lives
  • Initial plan setup in LVVal, LVMed, LVALM, or LVAdmin
  • Nondiscrimination studies and data reconciliation
  • Custom programming for unusual plan features
  • Book-of-business conversions to the LV suite
  • Customized benefit statements
  • Valuation and administration of non-qualified plans

Actuarial consulting

  • Asset liability modeling studies
  • Pension and OPEB accounting expense and disclosures
  • In-depth gain/loss and claims-data analysis
  • Claims assumptions for OPEB valuations
  • Mergers, acquisitions, terminations, and plan design
  • Form 5500 and Schedules SB and MB
  • PBGC premium filings

Administration consulting

  • Plan document review and interpretation
  • Complex distributions, at-risk accruals, §415 limits, late-retirement increases, and rehire coordination
  • Data review and cleansing
  • Participant communications and benefit worksheets
  • Streamlining and documenting administration procedures
  • Call-center responses to common participant questions

Technology consulting

  • Custom user interfaces and database structures
  • Payroll, HR, and third-party integration
  • Onsite installation in custom environments
  • Customized import and export routines
  • Custom reporting, training, and web solutions

Bring us your toughest benefit challenge.

Let’s discuss the software, consulting, or custom solution that fits your organization.

Contact Our Team