ColumbiaActuary, LLC

ColumbiaActuary, LLC

Welcome to Columbia Actuary, LLC. The company has been providing actuarial consulting since 1982 as Jess Feinman, F.S.A, Consulting Actuary, but has recently expanded to provide a range of defined benefit pension plan services, including:

Design	Valuation
Installation	Administration
Amendment	Termination

Jess Feinman and Lisa Stormont formed Columbia Actuary, LLC in August, 2001, to provide full service to small defined benefit pension plan sponsors as well as actuarial services for defined benefit pension plans of all sizes.

Our full service is targeted at small business owners, primarily professionals, sole proprietors, and family businesses, who are looking to maximize pension contributions. For these individuals, a defined benefit pension plan may provide a much larger tax deduction than a defined contribution plan, particularly under the tax code changes for 2002. We can provide plan design, drafting, and installation, as well as annual actuarial valuation and government reporting.

Our actuarial service is targeted at firms that provide administrative services for defined benefit pension plans. We become a "back office", providing an actuarial valuation report, Schedule B (Form 5500), Schedule A (PBGC Form 1), and, where appropriate, a report under SFAS #87 and #132. Using LynchVal pension software, we can value the complicated and obscure plan provisions that often occur with older, large plans.

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