Pensions

Responsibility and oversight for your organization’s retirement plan can be overwhelming. In addition to all your deadlines and commitments, you must act as a responsible fiduciary. ERISA laws require you to act prudently and skillfully. Fines and litigation are ever-present that can, impact both your professional and personal life. Additionally, you are faced with ever-changing regulations, the challenge in finding and overseeing superior money managers, and the difficulty of sorting out and negotiating vendor pricing.

At Clear Perspective Advisors, we help clients prosper by placing their interests first and providing straightforward advice built on practical research and actionable insights. We add continuity to your staff and/or committees in addition to arming committee members with knowledge and practical information they need to make good decisions. We also offer resources necessary to manage fiduciary compliance improve plan performance and reduce expenses.

Our Pension Advisory Services include:

• Investment Policy Statements
• Plan Design & Benchmarking
• Fiduciary Report Cards
• Asset Allocation
• Manager / Fund Search
• On-going Performance Evaluation
• Committee Education
• Fee Analysis

For more information about how Clear Perspectives can help you manage your pension, contact us today.