Whether you seek investment strategies to narrow a funding gap, lower contribution volatility or support with de-risking and other liability-driven investing (LDI) strategies, we have the knowledge to tailor an investment plan for your unique goals. Wealthspire Institutional is also experienced in guiding sponsors through the complexities of planning, coordination and execution of a full pension risk-transfer experience. As a trusted advisor, we stand ready to guide plan sponsors through the complexities within each phase of the pension lifecycle.
We provide tailored solutions for sponsors to evaluate, implement and manage cash balance plans as part of a broader retirement strategy, balancing workforce objectives, funding considerations and long-term plan sustainability. As one of the fastest-growing defined benefit plan designs, cash balance plans can offer meaningful retirement benefits while providing flexibility for employers and participants alike.
We help public sector organizations manage pension and OPEB programs through investment consulting, funding analysis and long-term strategy development designed to support benefit obligations and financial sustainability.
We provide investment consulting and fiduciary guidance for multiemployer pension plans, helping trustees navigate funding, governance and investment decisions while supporting the long-term sustainability of plan benefits.
Our team provides guidance on pension risk transfer opportunities that can help sponsors manage liabilities, reduce risk and advance long-term plan objectives.
