JP Actuary Consulting is an independent actuarial and consulting firm specializing in all aspects of corporate retirement benefit plans including actuarial valuations, plan design, ALM and M&A advisory.

M&A Advisory for Retirement Benefits

Benefits-related issues have a significant impact on the success or feasibility of M&A deals, and therefore need to be carefully investigated at the process. Our experienced professionals help identify such pension / retirement benefit-related exposures and issues in the target company and offer advice on purchase price valuation and reflect it properly on contracts.

Due Diligence

• Analysis of Retirement Benefits Plans
• Analysis of assumptions used for calculation of benefit liabilities
• Analysis of contingent, off-balance liabilities with respect to retirement benefits

Advice on Deal Negotiation

• Preparation of contract, advice on purchase price negotiation
• Proposal on integration of benefit programs and advice during the negotiation process

Closing Support

• Revaluation of PBO and pension cost based on the integration plan
• Preparation of Pension / Retirement Lump Sum Provisions
• Post-deal Services
• Actual integration work

Post-closing Integration Services

Restructuring of the retirement benefit plan

Sell-side Advisory Services

• Preparation of a vendor report on retirement benefits
• Support for Due Diligence
• Advice on contract and value assessment

• Plan Design & Redesign
• Actuarial Valuations
• Governance Support
• Benefits Administration Services
• M&A Advisory for Retirement Benefits
• Funding Valuations
• Advisory Services
• Other Services