Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Comprehensive advice for whatever stage your plan is at—active, frozen, or terminating
You face a myriad of challenges as the administrator of your company’s defined benefit plan— funding liabilities, shifting regulations, escalating costs, and longer life expectancies, just to name a few. Addressing these challenges is essential for minimizing the impact on your company’s financials.
Our retirement plan advisors understand the intricacies of managing active, frozen, and terminating plans, and work closely with you to develop a course of action to mitigate risk, reduce costs, and drive better results.
Increased Fiduciary Protection
We can serve as your Outsourced Chief Investment Officer (OCIO), 3(21) co-fiduciary, or 3(38) fiduciary investment manager, assuming some or all of the responsibility for selecting and monitoring your plan’s investments. We’ll help you determine which level of delegation is right for you based on your plan committee’s investment knowledge, preferred involvement, and risk exposure.
Streamlined Execution and Coordination
Our finance, HR, and benefits teams have many responsibilities as they take care of the company and its employees. We coordinate and help execute all the investment and administrative tasks related to your defined benefit plan—giving them more time for their other priorities.
Between the Pension Benefit Guaranty Corporation (PBGC) premiums, investment fees, and third-party vendors, the cost to maintain your defined benefit plan can quickly add up. We analyze your current fee structure to identify cost-saving opportunities without sacrificing value. These cost reductions can decrease the time it takes to fully fund or terminate your plan, potentially saving years in plan administration.
We work with open, closed, and frozen pension plans of all sizes and complexity. Even if your plan is fully funded and on its way to being terminated, there are many chances for missteps that can cost time and money, if you don’t understand all your options.”Steve Malbasa, Partner
We work with open, closed, and frozen pension plans of all sizes and complexity. Even if your plan is fully funded and on its way to being terminated, there are many chances for missteps that can cost time and money, if you don’t understand all your options.”
Steve Malbasa, Partner
Many plan sponsors significantly underestimate the plan’s asset liability risk. We look at all the components of your pension plan both individually and collectively, offering integrated solutions that address your current and future needs while mitigating risk.
Nonqualified Plan Management >
We work with your board of directors, HR, and executive compensation teams to develop powerful nonqualified plan solutions that positively impact your recruitment, retention, and bottom line.
Defined Benefit Plans >
Our retirement plan advisors understand the intricacies of managing active, frozen, and terminating defined benefit plans. They work closely with you to develop a course of action to mitigate risk, reduce costs, and drive better results.
Defined Contribution Services >
With increasing attention focused on fiduciary roles and responsibilities, maintaining a sound retirement plan is more important than ever before. We help you measure five critical dimensions of plan success to increase your plan’s effectiveness and the retirement readiness of your employees.
Financial Wellness Coaching >
Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.
Partner, President & CEO
Partner & Chief People Officer
Partner & Market Leader
Partner & Chief Equity Strategist
Partner & Chief Experience Officer
Partner & Head of Partner Development
Partner & Chief Client Officer
February 2, 2023 — Markets have recently been and will continue to be driven by three key influences: monetary policy primarily emanating from the Federal Reserve, China’s COVID reopening and the growth potential therein, and the earnings and guidance reported by leading S&P 500 firms. While we remain cautiously optimistic that inflation will continue to abate, rates will stabilize, and the global economy will not fall into recession, the market’s assessment of the three key influences will determine the short-to-mid-term path forward.
January 31, 2023 — Global equity prices rallied in January, as inflation continued to recede and investors’ hopes mounted for an end to central bank tightening cycles.
January 22, 2023 — As part of Tax Cuts and Jobs Act of 2017, the U.S. federal estate tax exemption amount increased to approximately $12.92 million per individual or $25.84 million per couple (2023). As a result, many families are no longer subject to federal estate tax due to the high estate tax exemption amounts. However, several individual states […]
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a retirement plan advisor, have a personal conversation, and get your questions answered.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.