Defined Benefit
As experienced actuaries and plan administrators, we are uniquely positioned to provide plan sponsors, trustees, and administrators with a combination of plan services. Actuaries must have a strong understanding of portfolio construction in order to calculate pension plan liabilities. Our years of experience enable us to assist sponsors with the construction of an investment policy that will be appropriate for your plan. And as actuaries, we will be the first to identify needed changes to investment policy as the plan goes through its life cycle.

As your investment advisor we work with you to:

  • Design your investment policy statement including appropriate investment objectives.

  • Construction of a diversified passively managed portfolio designed to capture market returns.

  • Provide access to no-load, institutional passive asset class mutual funds that provide what we believe are the best building blocks to implement MPT.

  • Provide ongoing investment education to enable the trustees to better serve their role and "stay the course" as you implement your investment strategy.

  • Match trust fund cash flow with the defined benefit plan cash flow needs.

  • Provide comprehensive plan and business consulting including benefit improvements, plan merger/spin-offs, plan termination, FASB accounting, business exit strategies, plan audits, employee communications, plan administration technology and identification of other professionals who can provide other plan needs.

  • Design and implement the retirement plan from start to finish.

  • Provide actuarial valuation and FAS 158 consulting.

  • Prepare 5500, PBGC and other government filings.

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