Pension Plans

Custom pension strategies that help manage investment risks and maximize market opportunities

Whether your plan is active and accruing benefits, frozen and working toward a termination, or you are considering lump sum payouts, it is important to manage your investment risks and maximize market opportunities.  As one of the largest OCIO providers, we back our institutional asset management solutions with the infrastructure, scale and resources you need to deliver on your pension and enterprise goals.

We’re an innovator in pension plan management.

Working with the PBGC, we built a proprietary tool that helps organizations pre-experience the impact pension investment decisions have on the overall organization. Using that modeling capability, we build a custom pension strategy designed to meet your specific goals.

We provide:

  • Comprehensive strategic advisory services, supported by ongoing asset/liability studies
  • Custom Liability Driven Investing (LDI) and de-risking strategies with goals-based reporting
  • A cost-effective multi-manager program featuring leading institutional managers
  • An efficient model that offers time savings, administrative and regulatory support