Defined Benefit Consulting

We are committed to designing and monitoring your defined benefit plan so it provides maximum value to your organization. We advise on creative solutions to align the defined benefit plan with the company’s financial and overall retirement plan goals.

We help maximize the effectiveness of your defined benefit plan through:

  • Investment management advice
  • Administrative guidance and support
  • Fiduciary advisory services
  • Coordination of actuarial and compliance work
  • Dynamic allocation strategies (such as LDI)

We are also experienced in viability analysis and can assist you with the process of freezing or terminating your plan, as needed.