assisting you, specific to your needs

Compiling the appropriate service providers for defined benefit plans is a challenging endeavor and we understand the resources necessary to select the best investment vehicles to reach your DB goals. We offer you our objective approach and expertise, ensuring you with a customized solution.

We offer advice on pension strategy, funding strategy, trustee support, and the design, implementation, operation and communication of retirement plans. Further, we aid you as the plan sponsor in determining the appropriate mix of investments, including asset allocation schedules necessary to determine your current investment position and desired investment mix.

Our Defined Benefit Consultants provide:

• An investment process that adheres to fiduciary procedures mandated by DOL and ERISA
• Independent and objective consulting services
• Development of an Investment Policy Statement
• A low-cost commitment
• Independent and objective evaluation of money manager universe
• Asset/Liability studies
• Assistance with the evaluation and selection of third-party administration services and costs
• Benchmarking of your current retirement plan at no charge