Pension Specialists can be retained on a consultative basis, as well. Our experience and expertise can often fill in the gaps for other service provider models. Engagements can be for unique projects or for ongoing work.

Consulting clients often retain Pension Specialists to provide the following services:

   • Mergers and Acquisitions analysis
   • Plan documentation
   • Plan defect corrections
   • Complex compliance services
   • Vendor review and search
   • Plan investment committee support
   • Plan communication services

Pension Specialists’ depth of experience allows plan sponsors to concentrate on their business with the assurance that their special projects are in capable hands.