Employers who maintain traditional Defined Benefit plans understand that long-term forecasting and the development of a comprehensive risk management strategies are essential to helping meet organizational goals, pension plan goals and obligations to your employees.

As a full-service retirement plan consulting firm, Strategic Retirement Partners is one of a few independent retirement practices with a dedicated team of Defined Benefit plan experts. Our Defined Benefit consulting team will help your administrative and investment committees evaluate your plan(s) and determine a strategy that fits with company goals. We can help whether your plan is active, frozen or terminating.

Additionally, we constantly stay abreast of legislative changes to ensure you have an investment and distribution process that adheres to fiduciary procedures mandated by the DOL under ERISA Law.

Defined Benefit plan consulting and management services include (but are not limited to):

  • Develop the Funding Strategy Evaluate the three most common strategies to determine which makes the most sense for your business and your plan(s).
  • Develop the Investment Policy Statement aligned with Funding Strategy and Glide Path
  • Asset Liability Modeling Strategy  Forecasting to help evaluate the effect of various asset allocations on measures important to your termination strategy.
  • Review/Add Liability Driving Investing – Part of the plan assets strategy necessary to track liabilities and minimize the pain of unexpected market shocks.
  • Evaluate the Cost of Termination – Determine how long it may take before funding is in place to cover termination costs (funding shortfall).
  • Review De-Risking Strategies Determine which order and which strategy makes the most sense now and later.
  • Review/Interpret of Annual Actuarial Valuation & Annual Funding Notices
  • Glide Path Analysis
  • Plan Governance/ERISA Compliance

Please contact us for any questions or assistance regarding your defined benefit plan.

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