Full standard termination of your pension plan: strategy, participant elections, insurer auction, settlement, and final filings. One team, one timeline, one clean exit.
Lump sum windows, retiree lift outs, targeted settlements, and interest rate arbitrage that cut premiums and volatility now while positioning the plan for a full exit later.
Same valuations, same certifications, same filings, every number looked at through a de-risking lens. We see plans with 1,000 participants where 800 are inactive. That doesn't happen overnight, and with us managing the plan it never will. Modern technology lets us do the work at a fraction of what you're paying today.
Frozen, open, or underfunded, the answer starts in the same place. Search your company and the analyzer reads your own public filings back to you.
Estimates built from public Form 5500 filings, not a quote.
The delay at other firms is process, not regulation. We removed the process.
Our team is a resource to your participants throughout the PRT process, ensuring they understand their benefit change options before making a decision. Better participant experience leads to better financial outcomes for your business.
The full value of the benefit, paid out or rolled into an IRA. When it's offered, about 80% of participants take it. Their money, their control, today.
The exact same monthly benefit, now guaranteed by an A‑rated insurer whose entire business is paying annuities. Same check, stronger backing.
Search your company and see what your plan costs to keep, what it costs to leave, and how ready it is to go.