In a DB plan, performance is driven (and risk is managed) by how the assets perform relative to the plan liabilities. 

Our white paper, Value of integrating investment and actuarial services, analyzes:

  • The importance of aligning investment strategy with liability risk to reach your plan’s objectives – especially for strategies like dynamic de-risking, liability-driven investing, and pension risk transfer.

  • The potential advantages an integrated solution offers over a multi-provider model, such as increased speed, potential cost savings, and a more balanced pension strategy.

  • What to consider when selecting a combined actuarial and investment provider.

Download the whitepaper to learn more.

Download the whitepaper

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