UNION PLAN SOLUTIONS

Your commitments, as our own.

Collaborating on union plans to tackle funding and volatility issues, pension risk transfer strategies, and more.

Introduction

Millions of people around the globe depend on union pension plans to ensure a dignified retirement. As a fiduciary, it falls on you to fulfill your obligations, no matter what lies ahead. This is a weighty responsibility, and in these uncertain times, it may pose a substantial challenge. We can help.

Who we support

We support corporate, public, non-profit, and union DB pension plans of all sizes and levels of maturity.

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Asset/Liability Study

How an ongoing asset/liability study maximized the funded status of a U.S. utility company.

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Public Pension Plan

How a public pension plan evolved their program to enable real-time responses to market events, and lower fees.

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Plan Termination Strategy

How a wood products company removed 40% of plan liabilities with limited impact on company financials.

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Corporate Pension Outsourcing

How a corporate pension plan with $2 billion in assets reduced overall pension management costs by 50%.

Case studies are problem-solving stories. We select a situation that is indicative of problems clients in this category are facing. The recommendations described do not represent a standard strategy or set of recommendations made for all advisory clients with similar issues. Each client has unique requirements, challenges, and constraints, and our advisory solutions are tailored to each client’s specific needs.

75

U.S. DB
partnerships

14 YRS

Average DB
partnership

US$26 B

U.S. DB assets
managed

1981

Longest current
DB partnership

87 YRS

In business

As of 12/31/2022.

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Hear from our experts on the latest institutional insights and research.

 

WHAT'S NEXT

We'd love to talk.

Chris Wright 

Please reach out to me directly
through this form.

Chris Wright

Director,
Canada Institutional Sales

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