Defined Benefit Plan Services

Establishment / Amendment fo Plan Goals and Objectives
Identify and understand the plan's current liabilities
Work with plan sponsor and asset consultant to develop an an investment program that focuses on reducing funding volatility, ultimately improving the funded ratio and stabilizing plan costs  

Determine Cash Flow and Future Benefit Payments
A custom liability index (CLI) should be created to monitor current liabilities real-time.  Asset allocation decisions can be driven by this analysis.  

Implement Index Output
Asset allocation should be responsive to changes in the funded status of your plan
Short-term and longer-term asset allocation is responsive to the plan's specific liabilities and benefit payment requirements
Asset allocation decisions should be driven by the success of the plan's asset growth to outperform the plan liability growth leading to improved funding status


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