Defined Benefit Plan Services

We provide outsourced chief investment officer (OCIO) solutions to defined benefit pension plans.  Our dedicated team of experts help plan sponsors develop an appropriate investment strategy, research and select investment managers, provide oversight and reporting, and safeguard assets.

Clients benefit from simplified plan management, delegation of activities such as rebalancing and cash management, and potentially lower plan management fees. Additionally, our comprehensive asset and liability reporting allows plan sponsors to track progress against the plan objectives.

Want to learn more?

Contact us today and we will connect you with an expert advisor who can tell you more about our Defined Benefit Plan Services.

  • Asset Allocation Advisor
  • Trust & Custody
  • Fiduciary Management
  • Oversight & Reporting
  • Discretionary Investment Management
  • Liquidity Management
  • Manager Selection

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