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Defined Benefit Consulting

By focusing on asset returns vs. conventional benchmarks rather than projected liabilities, many plan sponsors have found themselves with a significant mismatch in assets and liabilities just as stricter pension regulations are being enforced. Our defined benefit investment consulting services include:
  • Partnering with you to understand your investment and business objectives
  • Establishing a process for setting asset allocation to meet your goals
  • Helping you manage asset/liability mismatches and reduce liability risk
  • Ability to meet shifting liability obligations
  • Helping you focus on liability-driven investing
  • Providing return seeking strategies
Privacy Statement | Legal Disclosure & Terms of Use
Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.