Defined Benefit Administration

Top-notch administrative expertise managing – and reducing – plan’s liabilities and risks.

As a Defined Benefit plan sponsor, you are faced with many fiduciary, cost, quality, service, and employee engagement challenges.

For more than 40 years, we have implemented defined benefit administration services for the most complex defined benefit programs. As an expert in the field, we can provide you with a comprehensive set of defined benefit solutions that deliver outstanding customer service, ensure compliance and accuracy, and reduce cost and risk. Our flexible solutions are configured to meet your requirements and plan nuances.

By leveraging our leading technology solutions, thought leadership and best practices, we are able to bring you savings including:

  • Client-centric plan sponsor support through actuarial valuation, compliance management and reporting, and data analytics
  • Multi-channel participant support, including mobile and access to our Self Service portal, Service Center, and electronic and print communication options.
  • Plan design expertise and support on traditional pension, cash balance, hybrid, and non-qualified plans
  • Administration services, including actuarial support, plan event processing and annual valuations
  • Defined Benefit consulting, including plan and investment consulting, compliance reviews, and asset liability modeling
  • Expertise to drive your own special initiatives including choice campaigns, early retirement, merger and acquisitions, pension risk transfer/annuity conversion, data remediation, and audit services