Defined Benefit Plans

Comprehensive advice for whatever stage your plan is at—active, frozen, or terminating

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Navigating the Complexities of Pension Plans

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 consultants 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.

  • Plan diagnostic and goals assessment
  • Investment policy statement development
  • Comprehensive portfolio management services
  • Risk transfer consulting and portfolio de-risking strategies
  • Funding monitoring and gap analysis
  • Plan termination analysis
  • Vendor searches, evaluation, monitoring, and benchmarking

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.

Cost Efficiencies

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

Explore all of our Retirement Plan Consulting services

Defined Benefit Plans >

Our retirement plan consultants 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.

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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.

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A retirement plan benefit, without the retirement plan hassle. Provide a retirement plan benefit for your employees, that also makes sense for your business.

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Implementing and growing successful ESOPs that drive employee engagement through an active ownership culture.

We believe in people, encourage diverse perspectives, and foster a culture of excellence.

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Practice Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Partner

Masha Hodi

Partner & Chief Experience Officer

Brian Tu

Senior Principal

Meg Rowley

Partner & Practice Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Partner & Practice Leader

Peter Martin

Partner

Jillian Laughlin

Senior Associate

Rita Lee

Partner

Richard Long

Partner

Lauren Desforge

Partner

Aaron Waxman

Partner

Peter Yoon

Principal

Caroline Houchins

Senior Associate

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Senior Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Practice Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Partner

Masha Hodi

Partner & Chief Experience Officer

Brian Tu

Senior Principal

Meg Rowley

Partner & Practice Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Partner & Practice Leader

Peter Martin

Partner

Jillian Laughlin

Senior Associate

Rita Lee

Partner

Richard Long

Partner

Lauren Desforge

Partner

Aaron Waxman

Partner

Peter Yoon

Principal

Caroline Houchins

Senior Associate

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Senior Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner
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Tell us about your company's financial landscape at no cost or obligation. We’re here not just to offer solutions, but to listen, learn, and tailor our insights to meet the distinct needs of your workforce. Together, we can build a strategy that resonates with your team and aligns with your organizational goals.

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Eric Purdy

Partner

Discover Customized Financial Solutions for Your Workforce

Tell us about your company's financial landscape at no cost or obligation.

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Eric Purdy

Partner

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