- Profit Sharing
- Cash Balance
- Defined Benefit
- Compliance & Due Diligence
- Actuarial & Fiduciary Services
- DB Plan Termination Consulting
- Calculation of Multi-Employer Pension Withdrawal Liability
Our professionals design business-smart plans and deliver responsive administrative services to optimize benefits, minimize costs, and enhance employee relations.
CUSTOM DESIGN, ADMINISTRATION & COMPLIANCE
Our consultants are innovative, practical and strategic. We apply real-world perspective to develop solutions in line with your objectives and economic considerations. Our client-centered teams transform complex tasks into seamless functionality. By using state-of-the-art technology to expand services (not replace them), we can simultaneously manage any combination of plans, investment alternatives and reporting responsibilities. Our Accredited Investment Fiduciary® (AIF) team guides clients to achieve enhanced results, mitigate fiduciary liability and increase participant satisfaction.