Achieving maximum value
Our Pension advisory services professionals work with employers to develop pension strategies that meet comprehensive human resource strategies. Our pension strategies are cost-effective and financially viable, address critical compliance-related issues and achieve maximum value through effective employee communication support. Our approach includes:
Analysis
- Future simulation of retirement benefit liabilities and expenses
- Finance management review of tax qualified pension plan
- Finance management review of employees’ pension fund
- Benefit model analysis
- Investment organization review
- Manager structure review
Implementation support:
Plan design
- Transition from tax qualified pension plan
- Transition from employees’ pension fund
- Financial impact analysis
- Consensus-building support
- Compliance review
Portfolio management
- Pension fund asset & liability management
- Policy asset mix management
- Asset manager structure
Defined contribution pension plan
- Implementation time-line
- Service provider selection support
- Communication support
Ongoing plan management
- Employee communication and education
- Pension compliance review
- Investment guideline
- Quarterly performance evaluation and monitoring
- Pension fund governance