Most pension plans are developed with the guidance of experts to ensure they meet the set goals, objectives, demographics, timeline, and risk tolerance of not only the plan itself, but its participants. When it comes to advising plans sponsors on the development of comprehensive pension plans, we’ll work with you to:

  • Develop a written pension consulting plan
  • Identify investment objectives and restrictions
  • Provide guidance on various assets classes and investment options
  • Recommend money managers to manage plan assets in ways designed to achieve objectives
  • Monitor performance of money managers and investment options and making recommendations for changes
  • Recommend other service providers, such as custodians, administrators and broker-dealers