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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

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

Personal

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

Impactful

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

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
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Retirement benefits: how Segal helped.

Read real client stories about Segal's retirement consulting.

Client Story

Clean Up Your Data to Lower Your PBGC Rates

Bad data can cost you more than you think. Learn how we cleaned things up for a client and saved them a bundle.

Client Story

Managing Data for Defined Benefit Pension Plan Termination

Our journey consulting service helps guarantee that you base some of your most difficult decisions around good data. Read how in this client story.

Client Story

Retirement Plan Design — Your Most Important Benefit

You can't expect to have a successful retirement plan without top-notch design. Read on to find out how we can help.

Retirement benefits: our latest insights.

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