Defined Benefit Solutions for Employers
Smarter designs with lower risk. Compelling value for your people and your business.
We help employers with fresh Defined Benefit plan designs that improve results for employees while reducing complexity, costs, and long-term risk. Whether you’re an HR or Total Rewards leader focused on talent and benefits, or a finance executive looking for smarter ways to manage pension obligations, we deliver innovative solutions aligned with your goals.
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For HR, Total Rewards & Benefits Leaders
Create a retirement benefit everyone will love. Strengthen your value proposition. Simplify your plan administration.
We partner with HR teams to optimize and manage retirement programs that attract top talent, align with your total rewards strategy, and deliver long-term value to your workforce.
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Offer the flexibility of a 401(k) with the lifetime income of a pension, while more closely aligning assets and liabilities to dramatically reduce risk. Enhance retirement readiness, boost perceived value, and support employee retention.
Support your most valuable leaders with smart, tax-optimized retirement strategies that drive retention without overloading your balance sheet.
Technology-enabled administration, outstanding participant support, and robust governance services built specifically for Defined Benefit plans.
Ensure your plans are sound, sustainable, and audit-ready. Our actuaries provide deep insights into funding strategies and long-term cost control, while compliance experts help you confidently navigate ERISA, IRS, and DOL regulations.
We audit retirement programs to identify gaps and opportunities tied to hiring, retention, and engagement.
From legislative updates to emerging plan design strategies, we keep your team informed and ready to lead.
For Finance Leaders
Manage risk. Reduce costs. Free up capital.
If you're a CFO or finance leader tasked with overseeing retirement liabilities, we bring the tools, data, and expertise to help you make informed, strategic decisions.
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Uncover hidden risks, legacy errors, and overlooked opportunities. Our forensic review identifies compliance gaps, funding issues, and data challenges that may be costing more than you realize.
We evaluate investment strategy, funding policy, accounting, and risk exposure to uncover savings opportunities and improve financial performance.
Reduce balance sheet volatility, improve funded status visibility, and align plan risk with broader financial goals.
With approximately $150 billion in PRT transactions over the last three years, many finance teams are actively de-risking. We help structure and execute retiree lift-outs and full plan terminations with fiduciary discipline and insurer-aligned pricing.
When it’s time to exit your DB plan, we manage the full process: participant communications, regulatory filings, annuity placement, and settlement — minimizing disruption and maximizing compliance.
From legislative updates to emerging plan design strategies, we keep your team informed and ready to lead.
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