Aligning Your Retirement Plans with Your Goals

Plan sponsors of traditional defined benefit plans are dealing with ongoing uncertainties in managing their plans—a volatile global market, continued speculation regarding interest rates, and an increasing retiree population. Plan sponsors are evaluating their retirement programs to ensure cost efficiency and competitiveness while providing benefits in line with the company’s HR philosophy.

Findley’s Defined Benefit Plan Services

Findley helps our clients navigate and simplify complex defined benefit issues through:

  • Defined benefit plan administration
  • Strategic retirement plan design—consulting, modeling, and financial analysis
  • Asset/liability modeling and forecasting
  • Pension risk management
  • Plan freeze and plan termination
  • Actuarial services for qualified and nonqualified plans
  • Post-retirement, post-employment, and OPEB valuation services
  • Government forms and notices
  • Compliance audit services
  • Nondiscrimination and coverage testing
  • Merger, acquisition, and divestiture consulting
  • Government plans
  • Participant communications and change management

Findley Publications

View Our Pension Indicator

The Future of Retirement Plans: Variable Benefit Plan

Retirement Program Options for Professional Firms

A Pension Sponsor’s Readiness Guide to Plan Termination