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.
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.
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.
Includes:
Includes:
For large scale audits or full population recalculations, we offer reduced per participant pricing. Fees are based on the complexity category of each participant.
Volume | Fee per Participant
50–199 participants: $150
200–499 participants: $135
500+ participants: $120
Volume | Fee per Participant
50–199 participants: $260
200–499 participants: $225
500+ participants: $200
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)
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
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.
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.
Jacksonville, FL, USA
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