Services

BCG Penbridge services are designed to help defined benefit plan sponsors evaluate plan maintenance efficiency and pension de-risking alternatives.

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DB Expense Survey

DB Expense Survey

BCG Penbridge conducts the only industrywide survey to capture all the costs associated with maintaining a U.S. corporate defined benefit plan. The survey process helps sponsors to identify the full range of plan expenses and to improve plan governance and efficiency.

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Benchmarks Reports

Benchmarks Reports

DB Expense Benchmarks Reports allow plan sponsors to compare the expenses of their plans with those of other plans that participate in the BCG Penbridge DB Expense Survey. Benchmarks Reports can identify areas where plan sponsors may look for better cost efficiency in the operation of their plans.

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PRT Analysis

PRT Analysis

Commonly referred to as a Full PRT. Ideal for plan sponsors that want to gain a better understanding of their plan’s liabilities and, correspondingly, their PRT options, expected costs, anticipated impacts on HR, finance and investment strategy, expense savings, implementation considerations, and next steps. This is the most extensive analysis BCG Pension Risk Consultants offers, and thus requires detailed information.

Buyout Price Monitoring

For plan sponsors who have done a PRT Analysis and are seriously considering an annuity transaction, BCG Pension Risk Consultants provides customized ongoing buyout price monitoring. It gives sponsors the ability to optimize plan funding, asset management and transaction timing.

Comprehensive Implementation Support

Comprehensive Implementation Support

BCG Pension Risk Consultants provides turn-key implementation services for lump sum programs and annuity placements.

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Other Services

Annuity Buyout Data

BCG Penbridge licenses annuity buyout data to Asset Managers, Outsourced CIOs/Fiduciary Managers and other parties to help establish custom de-risking glide paths tailored to buyout pricing as well as goals-based governance and performance reporting programs.

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Fiduciary Support

BCG Penbridge supports plan fiduciaries seeking a group annuity contract to cover the retirement benefits of their DB plan participants in accordance with DOL Interpretive Bulletin 95-1.

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Partnering with BCG Penbridge

BCG Penbridge establishes strategic alliances and teaming agreements with select advisory firms to provide corporate sponsors of U.S. defined benefit pension plans with highly coordinated advice at every phase of plan maintenance, de-risking and pension risk transfer.

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We can assist plan fiduciaries in the evaluation, selection and monitoring of an independent fiduciary. Or we can provide plan fiduciaries a comprehensive assessment of insurer financial strength, structural design of contract offerings, and administrative capabilities, serving as an independent expert as outlined in DOL IB 95-1 to assist in selecting a “safest available annuity” provider.