Defined Benefit

map with compass drawing tool


Pension plan services that we assist with: 

  • Work with your actuary and other custodian/service providers to understand the plan’s assets and liabilities.
  • Make recommendations for portfolio construction and investment selection based on overall plan/organizational goals and plan status.
  • Draft and follow an investment policy that reflects the retirement committee’s risk tolerance and serves as a dynamic document in managing the plan.
  • Provide comprehensive quarterly reporting and monitoring of portfolio performance versus market and plan benchmarks. Facilitate portfolio rebalancing as needed.
  • Complete projects as needed as the committee moves the plan towards fully funded status. This includes development of a glide path that dynamically adjusts the asset allocation as funded status improves over time.
Why We Are Different

In addition to the core services we provide clients, we also deliver the following services:

  • Annual relationship plan
  • Qualified default investment alternative selection and monitoring
  • Target retirement data analysis
  • Stable value analysis
  • Employer stock analysis
  • Plan usage analytics (by location/demographics)
  • Industry benchmarking and trends and fee studies
  • Pension plan analysis and consulting
  • Service provider due diligence and benchmarking