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.
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Future Roadmap1
Provide clients with a realistic picture of their track to plan termination to support in establishing effective organizational goals, benchmarks, and expectations.
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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.
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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