Defined Benefit Pension Plan Services

Understanding the relationship between a plan’s assets and liabilities is key. We examine your plan’s structure and liability characteristics which allows us to help you identify your capacity to take on risk and shape the goals and objectives of your plan.

When assumptions or market conditions change, so do the ongoing costs associated with your pension plan. Forecasting the impact of these changes plays an important role in ensuring an appropriate investment approach. We can model customized scenarios to help you prepare for what the future may hold.

We have successfully met the long-term objectives of pension plans over a number of different market environments. Through our portfolio management services, we can help with every aspect of investment management for your organization’s pension plan.

We provide education services upon request to help ensure that your plan’s trustees have the tools to make the best decisions for the plan and its participants. Our programs include a variety of topics and are tailored to the investment and pension background of your group.

We recognize that as a pension plan matures, its liability characteristics evolve, which can impact the plan’s objectives. It is important to have ongoing monitoring on a proactive basis to see that the plan’s goals are met. We keep today in focus while remaining mindful that things can change in the future.