Sunrise Pension Solutions LLC
Sunrise Pension Solutions LLC

Our Mission

 At Sunrise Pension Solutions LLC, we provide pension calculation and quality assurance services designed to eliminate errors, reduce fiduciary risk, and deliver accurate, audit‑ready results. With deep expertise in defined benefit plan administration, actuarial calculations, and batch processing, we help corporations, plan sponsors, TPAs, and actuarial firms operate with clarity and confidence. 

Plan Documents & Rules Compliance

Accurate pension calculations start with a complete understanding of your plan’s governing documents. To ensure every benefit is calculated according to the exact rules of your plan, we request a full set of current documents at the start of each engagement.


We review all plan provisions, including eligibility, service definitions, compensation rules, early, normal, and late retirement formulas, optional forms, and any grandfathered or transition benefits to ensure full compliance and precise interpretation.

Data Intake Made Simple and Secure

We keep the data‑submission process clean, efficient, and secure. To ensure fast turnaround and accurate results, we provide clients with a standardized participant data template and a clear checklist of required fields.

Tools That Deliver Accuracy, Speed, and Confidence

Services & Pricing

Participant Benefit Calculations

Standard Calculation

$150-175 per participant

Includes:

  • Continuous service (no breaks)
  • No alternate payees (QDRO)
  • No pre‑retirement death benefits
  • Traditional Benefit Formulas
  • Integrated Benefit Formulas
  • Cash Balance

Enhanced Calculation

$225-300 per participant

Includes:

  • Rehires or breaks in service
  • Retired continue to work
  • Alternate payees / QDRO splits
  • Pre‑retirement death / QPSA
  • Early/Late actuarial adjustments
  • Optional forms of payment
  • Multi‑benefit structures
  • Non-Qualifed Plan calculations


Batch Benefit Calculations

For large scale audits or full population recalculations, we offer reduced per participant pricing. Fees are based on the complexity category of each participant.

Standard Calculations

Volume | Fee per Participant

50–199 participants: $150

200–499 participants: $135

500+ participants: $120

Enhanced Calculations

Volume | Fee per Participant

50–199 participants: $260

200–499 participants: $225

500+ participants: $200

Mixed Population Batches

If your population includes both Standard and Enhanced cases, each participant is billed according to their category. For large, predictable populations, blended‑rate pricing is available.

Optional Blended Rates (200+ participants)

  • $160 per participant when ≤20% are Enhanced
  • $185 per participant when 20–40% are Enhanced
  • Custom pricing for populations with >40% Enhanced cases


Why Clients Choose Sunrise Pension Solutions?

Trusted, independent pension calculations.

Precision‑driven methodology grounded in actuarial standards

Transparent calculations with clear documentation

Fast turnaround supported by efficient workflow design

Independent verification ideal for audits, administrator reviews, and compliance checks

Experience You Can Trust

Supported defined benefit plans ranging from 200 to 20,000 participants across multiple industries, leading complex calculations for traditional, integrated, and cash balance plan designs.

Care and Integrity in Every Calculation

We approach every benefit calculation with the same care and attention we would give to a retirement estimate for a member of our own family. Behind every record is a real person planning their future, and we take that responsibility seriously.

Contact Us

Drop us a line!

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contact@sunrisepensionsolutions.com

Sunrise Pension Solutions LLC

Jacksonville, FL, USA

Sunrise Pension Solutions LLC

Copyright © 2026 Sunrise Pension Solutions LLC - All Rights Reserved.

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