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A Quantum Leap in the Art of Pension Risk Transfer

Independent. On Your Side. Solutions-Driven.

The only independent consulting firm built exclusively for pension risk transfer. No conflicts. No outsourcing. Just faster results, lower costs, and advice that's 100% on your side.

100s

Of plans terminated

~120

Days average timeline

100%

Focused on PRT

#1

Lump Sum
Industry Take-Rates

What We Do

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1

Plan Termination

Leading end-to-end plan transitions 

We manage every step internally, from initial strategy through the final transition step. No outsourcing. No handoffs. Just a credentialed team focused on getting your plan off your balance sheet. 

2

Custom Plan Strategies

Tailored de-risking solutions your actuary probably isn't showing you 

Not every plan is ready for termination, but every plan can take the steps to get there. We help you find the right path, whether that’s data clean up, funding strategy, or
balance sheet/P&L strategies. 

3

Ongoing Plan Management

Focused on finding
real cost savings

If you're not ready to terminate just yet, we can actively manage your plan with an eye toward reducing costs, minimizing risk, and building toward a future exit.

What Our Partners Say:

“It has been an absolute pleasure working with Alan over the past few years with my Pension prospects and customers. Specifically in the Risk Transfer area, I was able to introduce Alan as the expert in the field....and watch him work the magic to win the trust and confidence with my clients. We were able to successfully transfer risk of plans.....improve client positions...and have fun doing it. I highly recommend Alan to any company needing to de‑risk their plan(s)."

Dave Raguse, Broker in Michigan 

Not Sure Where To Start?

Our team can do a no-cost analysis to provide clarity around where your plan stands and what cost savings could look like with a de-risking strategy in place. These are real time numbers, not estimates based on conservative assumptions.

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