Retirement Consulting

Unique perspectives and unbiased advice

Our team of actuaries, investment professionals and pension experts provide coordinated retirement plan services that reduce administrative burden, mitigate risks and provide a quality participant experience.

Strategic advice: We provide guidance in all areas of retirement benefits, including plan design, investment advisory services, pension risk transfer, forecasting and cash flow planning, and plan termination.
Compliance: To keep you up-to-date on all the rules and regulations that may impact your plan, we monitor the ever-changing compliance landscape for you.
Actuarial services: Our comprehensive actuarial services cover pension valuations, FASB and GASB reporting, post-retirement medical (OPEB) and executive retirement plans. You can count on sound models with reasonable assumptions based on plan history and future expectations to provide timely and accurate measurement of retirement obligations.
Plan administrative services: Our full-service capabilities include participant call center, benefits administration and distribution management, participant communication and education, online tools, and data warehousing.
Annuity placement: We offer annuity search and placement services, both for pension risk transfers and terminal funding needs.