Services

Level Dynamics delivers Paul Petroff's pension actuarial expertise to third party pension administrators, registered investment advisors, financial educators and individuals.
For Third Party Pension Administrators (TPAs)
  • Review Actuarial Valuations
  • Review and sign Schedule SB (Actuarial Information) attachment to Form 5500
  • Actuarial and general benefits consulting for pension and deferred compensation plans
  • Actuarial and general benefits consulting in the use of software systems
For Individuals and Families
  • Review and validation of employer provided retirement benefit calculations
  • Spending and Savings projections based on Monte Carlo forecasting methodology
For Investment Advisors
  • Spending and Savings projections for your individual clients based on Monte Carlo forecasting methodology
  • Liability Driven Investment (LDI) for Defined Benefit Pension Plans
For Financial Educators
  • Preparation or validation of financial illustrations prior to publication. Particularly illustrations related to saving, retirement plans and life expectency