Corporate Defined Benefit

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 70 corporate pension plans with aggregate assets over $55 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