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.
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
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.
Kurt Miscinski
Partner, President & CEO
Brett Dearing
Partner
Lynda Castellano
Daniel Park
Carol Benz
Partner & Chief People Officer
Michelle Soto
Mimi Drake
Partner & Market Leader
Madeleine Thomas
Senior Associate
James Lebenthal
Partner & Chief Equity Strategist
Gerard Burke
Javier Solis
Elizabeth Dawson
Principal
Masha Hodi
Partner & Head of Practice & Business Analytics
Brian Tu
Meg Rowley
Doug Garrison
Matthew Canner
Erica Bunnell
Justin DuMouchelle
Peter Martin
Jillian Laughlin
Associate
Rita Lee
Richard Long
Lauren Desforge
Claire O’Keefe
Partner & Head of Partner Development
Aaron Waxman
Peter Yoon
Jennifer Ellison
Eric Chang
Erica Cameron
Steve Williams
Partner & Chief Client Officer
Ray McCarthy
Karim Ahamed
Nicole Joko
Andrew Blumenthal
Kate Kittinger
Natalia Tchetchoulina
Eric Minnick
Vonny Carrington
Myles VanderWeele
Sean Moore
Kathryn Kennedy
June 5, 2023 — Despite mixed economic data, equity markets pulled in strong gains on news of a debt ceiling resolution and the continued belief that the Fed may pause on further rate hikes even amid stubborn inflation.
June 2, 2023 — The global economy continues to show signs of strength amidst uncertainties, with the U.S. witnessing strong job and wage growth, despite concerns of short-term rates and banking turmoil. The GDP growth is projected to be around 1%-2% for the second quarter. There are rising concerns around inflation and the tightening of monetary policies, both in the U.S. and Europe. The Chinese economy's recovery is reportedly slower than anticipated, leading to expectations of further support from the People's Bank of China.
June 1, 2023 — Restricted stock units (RSUs) are a special form of employee compensation, taxed uniquely. Upon vesting, they're taxed at the federal level, and later treated as normal shares with tax implications during sale.
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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.
Constantine Mulligan
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.
