Pension Consulting

PBI’s pension practice provides clients with risk management solutions and insight into how different strategies may impact the funding of liabilities and the delivery of promised benefits to the plan’s participants. Funded ratio volatility is just one of many metrics we look at to give clients a better understanding of the financial risks within their plan.

While our valuations provide important financial information and meet all regulatory requirements, PBI believes that what differentiates us is how our consultants use that information to assist clients to manage their pension-related risks. What’s most important is that plan sponsors fully understand the underlying risk implications of their plan in order to best manage that risk, and we pride ourselves in working alongside our clients as one team to maximize the health of the plan today, and well into the future.

PBI’s pension consulting services include:

  • Defined Benefit, Target Benefit and Defined Contribution consulting
  • Risk management
  • Strategic planning and governance implementation
  • Plan design and funding
  • Actuarial valuations and costings
  • Legislative compliance
  • Pension administration
  • Research on industry news and trends