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Proven Technology
Comprehensive Results
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NEWS!
On October
13, 2006, The Segal Company, a leading actuarial, benefits and HR consulting firm,
acquired the assets of Irwin Tepper Associates, Inc. The acquisition was the
outcome of a significant business relationship that had developed between
the two firms over the past several decades. Through collaborating on a
number of important assignments, it became apparent that there would be
significant advantages for both firms’ clients for Tepper to be part of
Segal. The fit is excellent from both business and personal perspectives. To
view the press release, please click
here. To
learn more about Segal, please visit
www.segalco.com. |
Irwin Tepper Associates specializes in asset liability analysis, policy
development, and financial planning for employee benefit programs and other institutional pools of capital. The company’s specialty is the asset liability modeling of defined benefit pension plans. Founded in 1982,
we provide consulting services and license our proprietary software to clients. Clients include plan sponsors, consulting firms and investment management firms.
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Consulting projects typically
focus on asset allocation, contribution policy, accounting
decisions and plan design. A project consists of gathering
data, developing assumptions, identifying strategic
alternatives, producing projections that analyze the
relative merits of the alternatives, presenting results to
clients and recommending decisions based upon the client’s
objectives.
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The asset
liability software that is used for consulting studies and
is licensed to clients, consists of applications for both
corporate and public defined benefit pension plans, retiree
health programs and endowments & foundations. These
applications use both deterministic forecasting and Monte
Carlo simulation to assess the future trends and risks of
the entity being analyzed. We provide exceptional support to
licensees using our applications to insure proper and
effective utilization.
The employee benefit
applications incorporate a detailed actuarial valuation and
projection capability to model the liabilities. While
modeling actuarial liabilities is a complex process, it is
critical to the decision making process to have the
liabilities and their dynamic nature accurately modeled. The
models integrate the regulatory requirements for corporate
plans, the unique statutory rules of public plans and
accounting regulations to assess business risks. They also
provide a framework to evaluate a “marked-to-market based”
economic risks. The economic drivers of the liabilities,
inflation and interest rates, are fully integrated with the
capital market simulations providing robust results. |
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