We support employers with actuarial and valuation work for retirement and long term employee benefit obligations, aligned with reporting and governance needs.
Accounting valuation supports the amounts recognized in your financial statements and your audit requirements. If your company has audited financial statements, the SEC requires you to measure and disclose your retirement benefit obligation every year.
Funding valuation supports plan funding decisions: how much to contribute to a retirement trust fund to build assets toward your obligation, at a pace that is sustainable and tax efficient. It also supports plan registration and tax qualification where applicable.
We prepare accounting valuations aligned with your reporting framework and auditor requirements, including PAS 19, PFRS for SMEs, IAS 19, and US GAAP and UK GAAP for multinationals with regional reporting.
New to actuarial valuations? Start with our plain language guide: Does your company need a PAS 19 actuarial valuation?
If your company prepares audited financial statements in the Philippines, you are generally required to measure and disclose your retirement benefit obligation each year under PAS 19 or PFRS for SMEs. Nearly every audited company with employees needs one.
Ideally before your financial statement audit begins. Starting early gives time for the data checklist, validation, and review, and keeps the valuation off your audit critical path.
An employee census (age, service, salary), your plan provisions if you have a formal plan, and financial inputs we help you frame. We give you a clear checklist and validate everything we receive.
Yes. We prepare the valuation to align with your reporting framework and work directly with your external auditors on assumptions, disclosures, and timelines.
Share your headcount and a few employee data points and we'll come back with an indicative estimate for your retirement benefit obligation.
Tell us what you need for your valuation and we'll come back with a focused proposal, scope, and timeline.
