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Defined Benefit Plans Investment Consulting

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

We specialize in

Investing your organization’s assets

Group of people working
4 min read
Independence and objectivity: What incents your investment advisor to act in your best interest?
When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
John Lesser Wealth Management
Article November 6, 2019 4 min read
This is one retirement saving strategy your boss probably won't support
Michael Krucker
Article April 27, 2018 1 min read
Culture: If it's not broken, how can you fix it?
Article December 21, 2017 4 min read
Five steps to a financial wellness plan
Article August 15, 2017 3 min read

Productivity & performance

People and process The power behind your business
5 min read
Surviving sea change: Why some businesses sink and others stay afloat
Competitors are coming for your market share, the pace of change is accelerating, and a potential economic downturn is on the horizon. What are you doing to prepare?
Jason Winters
Article November 19, 2019 5 min read
The CFO cheat sheet: Nine ways to improve effectiveness
Stan Hannah
Article December 3, 2019 7 min read
Get smarter: AI for manufacturing and distribution
Daron Gifford
Article July 12, 2018 5 min read
Industry 4.0: Adopt smart technologies for a competitive advantage
Dave Plomin
Article January 26, 2018 5 min read

Digital transformation & strategies

How technology can transform your business
6 min read
Is your IT department ready for disruption?
Not sure how your IT department is doing? What’s worked in the past doesn’t guarantee future success. If you’re setting IT priorities (and you should be!), here’s how to assess your IT department for the digital future.
Marvin Sauer
Article June 8, 2020 6 min read
Need to stretch your budget? Try robotic process automation
Scott Patton
Article June 4, 2020 4 min read
Five key things to know about 5G
Jacinto Cordero
April 21, 2020 7 min read

Defined Benefit Plans Investment Consulting 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
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  • Endowments should rethink the 5 percent rule
    For decades, most endowments and foundations have lived by the five percent payout rule, safe in knowing that such prudent spending safeguarded their financial health.
    Mark Dixon Wealth Management
    Article May 5, 2017 3 min read
    Help wanted sign
  • 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 1, 2017 4 min read
    Curve ahead sign
  • 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.
    Steven M. Gibson Cameron Kleinheksel Wealth Management Brett Reardon Wealth Management
    Article March 1, 2017 1 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.