Our defined benefit plan services help organizations navigate the complexity, volatility, and long-term financial commitments inherent in pension plans. We work closely with employers and plan sponsors to evaluate funding strategies, oversee investment management, and address the evolving regulatory and accounting requirements that influence plan health and organizational balance sheets.

Managing a defined benefit plan requires more than investment selection—it demands a coordinated strategy that integrates actuarial assumptions, liability projections, contribution policies, and asset–liability matching. We collaborate with your actuaries to analyze funded status, discount rate sensitivity, liability duration, and long-term cash-flow needs. This allows us to design and implement investment strategies that appropriately balance growth, stability, and liability hedging, depending on your plan’s maturity, risk tolerance, and organizational objectives.

Our approach includes ongoing monitoring of market conditions, regulatory developments, and plan performance, as well as evaluating derisking strategies such as glidepaths, liability-driven investing (LDI), annuity buyouts, lump-sum windows, and other options that may improve plan sustainability and reduce future volatility. We also benchmark fees, provide institutional-quality reporting, and assist committees in meeting fiduciary oversight requirements.

Ultimately, our goal is to strengthen the stability, performance, and long-term viability of your pension program—supporting both plan sponsors and participants by ensuring the plan remains appropriately funded, prudently managed, and aligned with your organization’s financial priorities.