Guidance for defined-benefit plans
We believe people whose employers are invested in their financial future are less stressed, more productive and more likely to stay for the long term. Companies offering pensions are hard to find these days – let’s make the most of yours.
Our team is well-versed in defined-benefit plans and the range of services they require. Once we get to know your organization’s mission, goals and plan status, we’ll work with your actuary and other custodians to understand your plan’s assets and liabilities.
If you choose to hire us, we’ll make recommendations for portfolio construction and investment selection, and draft an investment policy that reflects your risk tolerance and serves as a living document for managing your plan. We’ll also monitor your plan’s performance, weigh it against market and plan benchmarks and facilitate changes as needed. As your committee moves the plan toward fully funded status, we’ll help you develop a path that adjusts the asset allocation dynamically over time.
We can also deliver plan analysis, consulting, fee studies, service provider due diligence and benchmarking.
Asset allocation and diversification do not guarantee a profit nor protect against loss.
