Defined Benefit

Are you concerned whether your defined benefit retirement plan is on the right track? We work closely with trustees and investment committees to create customized management and governance solutions for plans like yours. We specialize in addressing:

  • Underfunded Plans. West Capital Management can help you reduce the amount of company contributions, reduce trustee financial liability, and develop an investment program designed to help the plan become fully funded.
  • Asset-Based Liability Study. Our proprietary analysis evaluates investment allocations in light of your plan’s demographics and projected obligations. The study helps guide the plan going forward and also helps the trustees to demonstrate that they have developed a blueprint for the future.
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