Pension risk management approach
Seeking improved outcomes
Simplified execution and reduced costs
ACTUARIAL Pension and OPEB valuations De-risking and plan terminations Contribution and expense strategies Pension risk management Plan design Non-discrimination testing
ADMINISTRATION Qualified and nonqualified plan administration Online, phone, and face-to-face participant support Compliance support Trust, custodian, and disbursements Special events
INVESTMENT MANAGEMENT
3(38) Investment management Manage custom LDI mandates to the sponsor’s liability Manage individual mandates Perform asset & liability modeling