Pension Consulting Services

"Surplus wealth is a sacred trust which its possessor is bound to administer in his lifetime for the good of the community." -Andrew Carnegie

We offer pension consulting service to employee benefit plans and their fiduciaries. Depending on the needs of the plan, these service can vary including a review and analysis of the existing plan, plan-level advice regarding fund selection and investment options, educating participants, investment performance monitoring and ongoing consulting.

We may also assist with participant enrollment meetings and provide investment-related educational seminars to plan participants on such topics as: Diversification; Asset allocation; Risk tolerance; and Time horizon. Our educational seminars may include other investment related topics specific to the particular plan.

We may also provide additional types of pension consulting services to plans on an individually negotiated basis.

All services, whether discussed above or customized for the plan based upon requirements from the plan fiduciaries (which may include additional plan-level or participant level services) shall be detailed in a written agreement and be consistent with the parameters set forth in the plan documents.

These pension consulting services will generally be non-discretionary and advisory in nature. The ultimate decision to act on behalf of the plan shall remain with the plan sponsor or other named fiduciary.


Pension Consulting Fees

Our advisory fees and payment arrangements for these customized services will be negotiated with the plan sponsor or named fiduciary on a case-by-case basis. Our fee generally ranges from .60% to 1.00% of plan assets under advisement and we typically bill quarterly in arrears for pension consulting services.

Either party to the pension consulting agreement may terminate the agreement upon 60 days’ written notice to the other party. The pension consulting fees will be prorated for the quarter in which the termination notice is given and any unearned fees will be refunded to the client.


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