Working with retirement plans
Plan sponsors face unique requirements and challenges to meet the needs of their participants. That’s why we work closely with our clients to understand their goals and risk tolerance and create custom solutions that help them achieve their long-term objectives.
Our clients range from defined benefit (DB) plan sponsors looking to enhance yield or return, to those taking their first steps to reduce funded status volatility, to late-stage plans looking to fine-tune their custom liability driven investment (LDI) strategies.
We work closely with public plans seeking strategies to help manage risk, return and liquidity in their portfolios and partner with defined contribution (DC) plan sponsors aiming to diversify their offerings.