Many of the same benefits of outsourcing a DB plan are applicable to a DC plan:
Reduce the fiduciary burden on the plan sponsor by contractually delegating fiduciary duties
Potential to reduce fees by using the same strategies for both plans rather than different investment vehicles for each
Mitigate litigation and compliance risk
Spend more time on strategic decisions; spend less time on operations and monitoring vendors
Increase decision speed
Access to some of the best vendors beyond what is offered on the recordkeeping platform
Potential to improve plan design and participant outcomes, lower cost and increase operational efficiencies
Provide continuity and consistency in plan communications for plan sponsors and participants to help them gain a better understanding of their total retirement benefits
We can help simplify the day-to-day management of your DB and DC plans by providing fiduciary support within critical areas. We have extensive experience with both DB and DC plans. We offer OCIO solutions that go beyond advice and manager research to help shoulder the fiduciary burden, so you can focus on your core business and the issues that matter most to you. We strive to understand your organization's goals and work with you to customize a program to meet your specific needs.
We can assume primary responsibility for activities such as:
- Objective setting
- Governance and fiduciary structure and process
- New investment strategy analysis
- Transition management
- Investment management
- Portfolio and manager rebalancing
- Performance measurement and analysis
- Fund reporting
- Regulatory reporting
What sets us apart in the OCIO space?
We are recognized in the industry as a leader in helping institutional investors link their investment strategies to their organizations' goals and objectives. Our experience and depth of resources in consulting, investment management, research and implementation make possible a wide range of innovative solutions for both DB and DC plans.
Built around you
Our approach is deliberately flexible. Every solution is built around your unique needs, with the flexibility to evolve with you as your needs change.
Global investment approach
Our global investment approach, developed over the last 80 years, efficiently focuses a diversified selection of the world's leading managers and strategies on your goals.
Our specialists bring an intimate understanding of the issues faced by organizations like yours, drawing from years of first-hand experience and our broader practices.
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