We provide a full range of customized analysis and reports for all types of pension plans and portfolios. We can also be engaged to provide second opinions.
Our proprietary Pension Wellness Diagnostic undertakes a holistic analysis of all aspects of your governance and plan operations and provides an assessment of gaps or emerging issues with your program and investment portfolio. It offers a great way to assess the effectiveness of your governance structure and your investment structure. The assessment tool is a customized tool that is tailored to the nature of your program. There is a DB version (which can be employed to assess foundations, endowments and Aboriginal trusts) and a DC version.
The Pension Wellness Assessment includes a report on the findings and is presented in a meeting with the Investment Committee. The cost for the Pension Wellness Assessment is $5,000.
The DB Pension Wellness assessment will review the following:
The DC Pension Wellness assessment will review the following: