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RETIREMENT PLAN SPONSORS
Defined Benefit Plans

PI�Resource's expertise supports the wide-ranging needs of the defined benefit plan sponsor. We are your partner from initiation to implementation. Please Contact Us regarding our services below or any other advisory needs.


INVESTMENT POLICY
RETURN ENHANCEMENT
RISK CONTROL
PENSION LIABILITY / SURPLUS MONITOR
MANAGER EVALUATION AND SELECTION






INVESTMENT POLICY
PI�Resource relies on extensive industry experience to manage total plan risk. We specialize in asset / liability management for setting investment strategy; however, we apply a holistic approach, integrating benefits, funding and actuarial policies in the investment process. We partner with your actuary and investment consultant in a collaborative fashion to arrive at an optimal solution for you.

PI�Resource implements the innovative, patent-pending Pension Liability AllocationTM approach in conducting its asset allocation studies.

RETURN ENHANCEMENT
PI�Resource applies risk budgeting techniques onto its Pension Liability AllocationTM methodology to evaluate traditional issues such as active (versus passive) management, as well as emerging strategies such as alpha transport.

RISK CONTROL
PI�Resource specializes in the modeling and evaluation of risk-hedging measures. We readily integrate strategies such as futures, interest rate swaps and swaptions, equity floors and collars into our Pension Liability AllocationTM process.

PENSION LIABILITY / SURPLUS MONITOR
Defined benefit plan sponsors can take advantage of PI�Resource's 360�PensionRiskWatchTM, an enhancement to your quarterly investment reports that highlights liability and surplus metrics typically absent from the asset report and often ignored until year-end.

360�PensionRiskWatchTM monitors critical metrics throughout the year, positioning you to proactively manage your retirement program and avoid year-end surprises!

MANAGER EVALUATION AND SELECTION
PI�Resource can evaluate your current investment manager lineup, compare manager alpha and tracking error to appropriate benchmarks, and assist in the managers' potential termination and replacement. We can evaluate and recommend alternatives to your current investment structure, including the manager-of-managers approach.