Change the Way You Look at Defined Benefit Plans.
In an industry where confusion and skepticism run high, we’re building a refreshingly new approach—one based on innovation, understanding and transparency.
Retirement Plans and
Client Relationships…Redefined
Innovation
We design innovative solutions that fit both the urgent needs of today and the impending needs of the future.
Transparency
Operating with full openness, we’re lifting the veil of mystery that shrouds the Defined Benefit landscape to give you a refreshing level of insight into your plan.
Clarity
In a volatile industry, we’re building a new understanding about where the Defined Benefit market is headed and how your DB plan can evolve to deliver more.
Building Great Relationships
Services That Add Value
Our Perspective
March 2018 Pension Finance Update
Pension sponsors saw funded status slip in March, due to lower interest rates and stock market losses. Both model pension plans we track1 lost ground last month- traditional Plan A lost 2% while the more conservative Plan B lost less than 1%.
Fifth Circuit vacates DOL Fiduciary Rule
On March 15, 2018, in a 2-1 decision, a 3-judge panel of the Fifth Circuit Court of Appeals ruled for plaintiffs in Chamber Of Commerce of the United States of America, et al. v.
Plain Talk about Risk — To the Company
By sponsoring a retirement plan, a company may assume a variety of risks in exchange for benefits it hopes to gain for its business, such as a more productive workforce. For purposes of this discussion, a “risk” is the potential that an outcome will be different from its “expected” value and have negative consequences.