Defined benefit plans. Smarter for you. Simpler for them.
Streamlined administration. Reduced complexity. Integrated participant experience.
A better defined benefit (DB) experience
Four integrated services, backed by decades of extensive experience in administration, actuarial, investment management, and trust and custody.
Administration
Sponsor and participant services
• Serving active, vested, and retired participants
• Unlimited, online benefit modeling
• Integrated web and Customer Care Center
Actuarial consultancy
Comprehensive consulting services
• ERISA and ongoing compliance support
• Generally Accepted Accounting Principles (GAAP)/Governmental Accounting Standards Board (GASB) reporting expertise
• Comprehensive view of benefit and actuarial solutions
Investment management
In-house registered investment advisor
• Dynamic asset advisor
• Liability driven investing
• Corporate and government coverage
Trust and custody
Integrated investment platform
• Trust and custody plan assets
• Investment menu asset class and strategy
• Issuance of benefit payment statements and 1099 reporting
Modernize and simplify your DB plan with purpose
Facing funding pressures or administrative hurdles? We’re here to help you tackle challenges head-on with practical solutions and support.
-
Workplace plan integration
With our DB, DC, and NQ experience, we help streamline and simplify.
-
Trusted guidance
Backed by actuarial insight, risk management, and regulatory knowledge.
Redefining pension plans
Helping you transition from a traditional defined benefit plan to a modern, forward-looking solution.
Cash balance plans
Gain pension reliability with the flexibility today’s employees value.
Path to termination
Assisting you as you transition your pension plan to the next stage with forward-looking solutions to an overall benefits offering.
Let’s explore what’s next for your DB plan
No matter your path — refining, transitioning, or terminating — our deep knowledge helps you move forward with confidence. We’re ready when you are.
View thought leadership for a changing landscape
DB Landscape trends
Recent conditions produced overfunded defined benefit (DB) pension plans whose assets exceed benefit obligations by 20%+.
Optimizing benefits
The sponsor is challenged to strike a balance between cost and offering employees a rewarding benefits package.
DB legislative and regulatory update
New emerging trends present opportunities for retirement plans to consider in 2025 and beyond.
