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Defined Benefit Plans

We provide customized consulting solutions for defined benefit plans, offering advice on funding strategies, investment program design, and trustee support.

Plante Moran Financial Advisors’ Institutional Investment Consulting team provides plan sponsors with experienced, independent, and objective consulting. We begin by fully understanding your organizational objectives and then offer clear, comprehensive advice and services to structure, implement, and monitor a strategy designed to meet your current and future goals.

Our services include the design of an investment process and program that adheres to fiduciary procedures mandated by DOL and ERISA. Developed uniquely for your organization, we benchmark your current plan, and understand your objectives related to funding the plan, and work with the actuary to review the plan’s asset/liability situation. We then create and implement an asset allocation solution and Investment Policy Statement, evaluate and recommend investment managers and vehicles, review your assets and liabilities on an ongoing basis and assist with the evaluation and selection of third-party administration services, if necessary.

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Defined Benefit Plans Thought Leadership

  • A strategic view to maximize returns
    Investment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
    Mark Dixon Wealth Management
    Article May 25, 2017 1 min read
    Woman looking out window
  • PMFA retirement plan advisors recognized in NAPA’s 2017 Class of “Young Guns”: Top retirement plan advisors under 40
    Plante Moran Financial Advisors is pleased to announce that 3 members of our institutional investing practice, Steven Gibson, Cameron Kleinheksel, and Brett Reardon, have been named in NAPA’s 2017 Class of ‘Young Guns’ - Top Retirement Plan Advisors Under 40.
    Article March 01, 2017 1 min read
    Image of business meeting
  • Plan sponsors should beware the managed account default option
    The world of 401(k) and 403(b) retirement plan sponsors has been somewhat nightmarish in recent years, marked by countless lawsuits over fees paid by participants for investment services. Now, those hoping to avoid being the next company in the headlines for the wrong reason are having to undertake a comprehensive audit of every fee charged to participants.
    Mark Dixon Wealth Management Susan Shoemaker
    Article March 01, 2017 4 min read
    Curve ahead sign
  • Fiduciary best practices: A few ways plan sponsors can reduce litigation exposure
    Recent lawsuits have highlighted the need for plan sponsors to understand appropriate fiduciary processes and best practices. Three areas that have been attacked in these lawsuits include: excessive fees, the use of money market vs. stable value options, and target date funds.
    Mark Dixon Wealth Management Casey Veach Wealth Management
    Article December 12, 2016 4 min read
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Our Institutional Investment Team

The greatest value we provide to clients is our team of professionals. We enter into each relationship with the intention of serving as a trusted advisor to our clients’ executives, boards, committee members, and owners and know earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your organization’s goals.