Defined Benefit Plans

Monroe Vos has extensive experience working with defined benefit plans. We guide fiduciaries to develop asset allocation strategies that work to achieve investment objectives at acceptable risk levels. Monroe Vos has pioneered methods in the industry for more effective cost control for retirement plans. Monroe Vos also helps fiduciaries identify excellent investment managers using a transparent and disciplined process.

Balancing asset growth with risks is critically important in defined benefit plans to equal and exceed their actuarial interest rate.

We identify with You!

• We assist fiduciaries in building an investment program and monitoring that program.
• We provide complete cost analysis to our clients quarterly and benchmark the cost to similar plans in terms of type and size.
• We conduct transparent searches for investment managers and document investment performance and cost.
• We conduct a comprehensive Asset/Liability Study to determine the best asset mix with the highest probability of consistently achieving your actuarial interest rate.

Our experience with defined benefit plans includes:

• Corporations – Public and Private
• Hospitals

Consulting services for Defined Benefit Plans includes:
• Investment Policy Development
• Asset Allocation Study
• Asset Optimization
• Asset/Liability Study
• Tactical Asset Allocation Strategies*
• Manager Search/Due Diligence*
• Alternative Asset Search/Analysis
• Custodian Search*
• Actuarial Search*
• Transition Management*
• Performance & Risk Measurement
• Investment Policy Comparison*
• Manager Optimization
• Cost Analysis*
• International Consulting Services
• Fiduciary Compliance*
• Custody and Client Allowance
• Custom Projects

* Monroe Vos believes that the process it utilizes in these services is unique to the financial industry.