To help plan sponsors of defined benefit plans properly manage their fiduciary risk while optimizing the pension plan's net investment performance.

Our professional consulting team designs client focused evaluations, planning and programming that addresses the following areas of plan sponsor responsibilities:

Review and analyze the pension plan's structural design and effectiveness in supporting the sponsor's purposes and long-term retirement goals for their employees,
Evaluate the cost/benefits of re-structuring the pension plan to reduce employer costs in the future and improve employee appreciation for the program,
Assist plan sponsors in complying with ERISA,
Design Trustee educational programs on fiduciary responsibilities, investment planning, policy development and management, asset allocation and investment performance analysis,
Conduct asset/liability studies,
Develop investment programs that incorporate the plan's current funding status and future liabilities,
Guide the development of investment policies and procedures to support the investment plan structure,
Model strategic asset allocation that incorporate the risk and return objectives of the trustees,
Stress test the investment plan to project scenarios for the "what-if" impact of interest rate changes, market disruption, and the resulting impact on the investment portfolio,
Analyze program costs and support client/vendor negotiations to improve efficiency,
Evaluate and search for investment managers, actuaries, administrators, bundled service providers and custodian banks,
Provide evaluation of investment performance to include compliance with policy guidelines, and
Calculate investment policy benchmark and peer universe comparisons on asset allocation and performance for pooled portfolios.