Defined Benefit Plans

Our investment approach is applicable to many types of plan sponsors, including corporate defined benefit plans, Taft-Hartley plans, and non-pension operating plans. Our successful record in challenging environments is a testament to our disciplined strategy. Like our 401(k) plans, we make recommendations tailored to your company and objectives.

We help provide cost savings and efficient administration with the following:

• Strategic Planning
• Board Advocacy
• Performance Measurement
• Portfolio Analytics
• Manager Search and Evaluation
• Research
• Client Education