Defined Benefit Plans

Your employees are indispensable. They’re irreplaceable. So you reward them with guaranteed income when they retire. We help you manage that plan.

A Fiduciary Approach to Corporate Retirement Planning

Pension plans are powerful retirement tools that make it easier on your employees to plan for their financial future and encourage them to stay longer. But they come with serious responsibilities and risks. With Rothschild Wealth Partners, you get a fiduciary who will help you stay compliant with ERISA rules, invest trust assets soundly, and administer the plan responsibly.

Manage Risk

Reduce your risk exposures with compliance assistance and actuarial reviews. We’ll continually look for options to off-load risk through insurance or other solutions.

Invest for Stability

We can be your OCIO or advise your investment board. Employ liability-driven investing strategies to reduce downside risk and grow the trust assets.

Contain Costs

We’ll regularly review your plan’s fee structure and keep an eye out for costs that can eat away at assets and your budget. If we see a more efficient option, we’ll take you through the transition.

Defined Benefit Consultants Serving Corporations Nationwide

Rothschild Wealth Partners retirement consultants work with small and mid-sized corporations nationwide. Let us carry the weight of managing defined benefit plans for your company and its valued employees.

Start a Conversation

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

Welcome to Rothschild Wealth Partners

We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.

Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.