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Analyzing the Plan

We examine each factor impacting the plan, the plan sponsor, and plan participants, including but not limited to:

  • corporate tax rates
  • investment expenses
  • the impact of market volatility on plan liabilities, and the resulting impact on corporate earnings
  • increased life expectancies and their impact on benefit obligations
  • cost and alternative uses of corporate capital
  • modeling financial performance under a variety of market “stress testing” scenarios
  • correlation efficiency and “tracking error” of plan assets/plan liabilities
  • administration/recordkeeping complexities

We make recommendations to maximize funding efficiency, mitigate risk, and improve financial performance.

We believe there are untapped opportunities that may improve results for your company and your plan participants. Find out more about our forward-looking approach to managing your executive benefit plan.

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