Our team of professionals, in conjunction with our strategic partners, provides a complete range of services to assist clients in developing and managing their comprehensive retirement plans.
Consultants from Willis North America can assist clients in strategic planning as it relates to:
- Plan design
- Cost/benefit analysis
- Funding strategies and asset/liability modeling
- Merger and acquisition due diligence
Consultants from Willis North America working with our strategic partners can provide a complete range of consulting, actuarial and administrative services to sponsors of defined benefit retirement plans, including:
- Pension plans
- Supplemental executive retirement plans
- Other postretirement benefit plans
Through our internal resources and strategic partners, we offer:
- Investment policy development
- Investment policy management
- Benchmark studies including fees, services and compliance
- Provider search
- Ongoing provider management
Our professionals are committed to providing ongoing support for your retirement benefits program, including:
- Daily HR administration support
- Communications program management and monitoring
- Ensuring that annual plan goals and objectives are met
- Keeping current with legislative updates
- Reviewing annual plan testing and compliance
Our clients include:
- For-profit corporations (publicly traded and privately held)
- Governmental employers (state and local governments, authorities, and school systems)
- Non-profit and tax-exempt organizations (hospitals, associations, charitable organizations, universities and colleges and institutions of higher education)