section-background-image

Defined Benefit Plan Design

Optimizing your plan means starting with the end in mind

The key to optimal design starts with knowing what your goals are and then designing the best plan to achieve them. Whether you have a traditional Defined Benefit (DB) plan, a frozen pension plan, or a Cash Balance plan, we can help design an efficient retirement program that mitigates risk and delivers affordable and meaningful benefits to employees.

icon
Fully Customizable

We work with your team to design a plan that meets your firm's unique needs, leveraging our knowledge and experience.

icon
Long Term Focus

We design long term solutions to your plan needs that align with your goals and objectives.

icon
Reduce Risks

We believe that DB plans can be designed with minimal risk to both employees and employers.

icon
Minimize Volatility

Volatility is the number one issue for plan sponsors with pensions, and that is why we design plans that ensure consistent expenses year over year.

icon
Economical

Our designs take advantage of automation reducing long term operational costs or costs related to poor funding.

icon
Flexible

We can design a plan to meet the specific benefit or tax deferral needs of different groups of employees/owners.

Explore our Plan Design Solution

Our designs minimize volatility, stabilize costs and contributions for plans sponsors, and foster a more appropriate sharing of risk between employers and employees.

Our Pension Forensics analysis provides an independent overview of your company's plan to identify possible future actions to mitigate risk and lower costs.

Start With the Right Plan Design

A well-designed plan minimizes risk, controls costs and delivers real value to your employees. Let's talk about building one around your goals.