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Retirement Consulting

Help your people secure their future while ensuring your retirement plans work for your organization.

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Plans that work for today and tomorrow

Working through a challenging fiscal environment and trying to balance costs and risks while providing retirement plan solutions that attract and retain an effective workforce isn’t easy.

We can help you find what works. From actuarial expertise to retirement plan design and governance, to risk mitigation, investment and fund forecasting as well as participant communication, we have you and your people covered.

Questions about financial security and retirement benefits?

Get in touch. We’ll walk you through our retirement consulting.

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Consulting that focuses on what matters

Whether you offer a traditional defined benefit pension plan, a hybrid pension plan such as a cash balance arrangement, or a defined contribution retirement savings plan — like a 401(k), 403(b), 457 or money purchase arrangement — we have the actuarial, governance, plan design, administration and compliance professionals to help you achieve your goals.

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Flexible

Circumstances change. We’ll monitor what’s happening, identify global trends and the regulatory environment and recommend alternatives so you can stay ahead.

Personal

Every situation is unique. With us, your retirement plans will reflect your organization’s values.

Impactful

From innovative strategies to plan-specific solutions focused on mitigating financial risk, we’ll optimize your programs to work their hardest (and smartest) for you and your people.

Safe

Comply with every regulation. Keep policies and procedures up to date and reduce operational risk. Inefficient administration can slow you down. We have it covered.

Your plans are unique. We treat them that way.

No two plans are the same. In our consulting approach, we’ll reflect that in the solutions we suggest. To get you where you need to be, we may:

Forecast plan funding requirements
Analyze the gap between the current state of the retirement plans and your objectives
Identify available options and explore alternatives for plan funding and risk mitigation
Identify industry changes and trends
Gather essential facts about current plans and participant demographics

Find out more. Secure your people’s future.

See how we can help