Plan Sponsors

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Plan Sponsors have multiple options to evaluate when considering an appropriate Pension Risk Transfer strategy for their situation. Our tenured team of pension risk professionals will assist clients by asking the right questions and providing expert advice to help determine the most effective strategy to meet their goals.  An initial review will include an interpretation of the critical plan documents, participant census information and plan actuarial and financial information. Once our analysis is completed our consultants will meet with the sponsor and their advisors to present alternative strategies for their consideration and provide a timeline for implementation. When a course of action has been decided, our administrative support team will oversee and manage the annuity placement process through to its completion.

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