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.