Help your clients better manage their  Frozen DB plans

A complementary plan Wellness Check™ is the most efficient and affordable way to provide unbiased, valuable insight to your clients on the health of their defined benefit plans.

Diagnose pain points, illuminate strategic opportunities, and discover innovative cost-saving remedies with no demands on the time of overburdened plan sponsors

A Wellness Check™ will:

  • Identify areas to reduce plan costs and risk
  • Highlight  good plan hygiene opportunities
  • Provide a roadmap to plan termination  including available options and expected costs along the way.

Your Advantage

Could your clients use a second opinion? Fill out the form below to request a plan Wellness Check™ for your client.
03_IndustryTrends

Future Roadmap1

Provide clients with a realistic picture of their track to plan termination to support in establishing effective organizational goals, benchmarks, and expectations.

Identify-prospects_400px_400px

Independent Review

An unbiased, independent actuarial review can provide confirmation that you’re on the right track or guidance to help correct your plan’s course before damage has been done.

See-opportunitites_400px_400px

Quick, Cost-effective Results

Wellness Checks™ do not require clients' time or participation and offer an affordable way to get a second opinion on plan management and de-risking strategies

1Future looking analysis is a paid feature and not included in the complementary version of the wellness check, but can be easily added in if desired.