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Corporate Defined Benefit

Providing customized solutions to secure your defined benefit promise to participants

You made a promise to your employees. We will help you keep it.

Your funding and investment objectives will guide how we develop a custom investment solution for your defined benefit pension plan.  We provide solutions  that run the investment gamut – from total return investment mixes to de-risking glide paths.  We’ve developed custom solutions for over 100 corporate pension plans with aggregate assets of over $250 billion, including traditional and cash-balance defined benefit plans, VEBAs, supplemental retirement plans and corporate foundations. Our team members bring a rich variety of experience from their prior roles in treasury management, as plan sponsors, as asset managers and as providers of actuarial services.

Our offerings cover traditional advisory, limited discretion and OCIO. We aim to provide you with a high level of service while delivering best-in-class strategy and implementation to meet your specific objectives.

Our consulting solution includes:

  • Developing and refining investment policies
  • Performing asset/liability studies to benchmark your strategy and define viable funding and investment strategies to achieve your goals
  • Constructing traditional and innovative portfolios, and recommending investment managers consistent with your portfolio design
  • Ongoing monitoring of plan and investment manager performance, funded status and due diligence of investment managers
  • Enhanced monitoring of assets relative to liabilities available through PFaroe to determine plan funded status at any point in time
  • Providing industry insights through our annual Defined Benefit Trends Survey and case studies
  • Updating our clients on key legislative and regulatory issues that may impact their funding and investment strategy
  • Providing asset allocation and implementation advice specific to pension risk-transfer transactions
  • Offering discretionary glide path management services for plans seeking to outsource the implementation of pension de-risking decisions

Craig A. Svendsen, CFA

Partner

How we help our clients

We partner with our clients, providing the expertise to preserve and grow your pension assets. We keep clients well-informed of the latest industry trends, legislation, investment products and services to help plan sponsors deliver on the retirement promise.

Find out how we can help you

Contact Us