Offering specialized services for multiemployer and negotiated cost trusteed pension plans, PBI’s team brings over 30 years of experience in providing consulting services in the design, implementation and funding of such plans.  PBI’s pension consulting services include:

• Strategic planning
• Plan design and funding
• Actuarial valuations and costings
• Legislative compliance
• Pension administration

In addition to these core service offerings, we also provide Pension consulting service with a focus on the following:

Risk Management

While our valuations provide important financial information and meet all regulatory requirements, PBI believes what differentiates us is how our consultants utilize this information to assist our clients in managing pension-related risks. As your actuary and strategic partner, PBI will work with you to identify your funding goals and mitigate potential risks to the plan.

Research and Information

We are generally aware of legislative developments before they are released.  We regularly communicate general changes to legislation, regulations, and other trends to our clients, and we do not charge for these communications.  Your consulting team will strive to keep the trustees aware of pending legislative issues which may affect the plan.

Beneficiary Focus

As an employee-owned firm, PBI can administer plans and provide consulting services with no conflict of interest – ensuring the best interests of the plan and its beneficiaries always come first.

For more information regarding PBI’s Pension Consulting services, please contact Susan Chortyk.