Overseeing a DB Plan has unique challenges: pension reform, funding issues, asset allocation, required participant notifications, and more. Contributions are likely to rise as new funding thresholds are imposed and it becomes more difficult to forecast behavior of capital markets. Achieving plan goals requires attention to employers' budgets, funded status, total plan returns, and more. We understand how all aspects of these retirement plans work together to impact fiduciary risks, compliance, expense, and overall plan success.
Our DB Plan consulting and advisory services address the six major risk areas related to fiduciary responsibilities and risk. Because these areas are our specialty, we keep current on all these issues. With our experience and unique knowledge, we have developed a comprehensive fiduciary process that enables employers to achieve ongoing, measurable improvements across all aspects of their retirement plan(s).