Pensions

Pension plan benefits can help attract and retain good employees  


As skilled plan advisors, we design plans that also meet specific cost and administration goals. 

We work to make sure that our clients are aware of and compliant with all the latest governance initiatives.  The Capital Accumulation Plan (CAP) guidelines formalize the responsibilities of plan sponsors (usually the employer).  We work closely with our clients to ensure they understand and can meet their responsibilities for investment selection and monitoring, employee investment education and investment tools, and monitoring of suppliers.