What We Do
Pension risk transfer is our entire practice, which means every tool, process, and team member is built around one mission: helping plan sponsors exit or de-risk their defined benefit plans with precision, speed, and zero conflict of interest.
1
Plan Termination
Leading end-to-end plan transitions
A pension plan termination can be one of the most impactful financial events for a company. Most actuarial firms treat it as a side project. We've built our entire firm around it. Quantum manages every aspect of your plan termination internally, which means no outsourcing, no handoffs, no gaps. Our team has collectively led hundreds of terminations, and our ~120-day average timeline is the fastest in the industry. Every extra month your plan stays open costs you in PBGC premiums, administrative fees, and investment risk. We move fast because speed is part of the value. What's included: Actuarial analysis and termination strategy Lump sum election campaign with industry-leading take-rates In-house participant call center and communication management Data cleanup, including locating missing participants Annuity bidding and placement All PBGC and IRS filings and regulatory compliance Post-termination wrap-up and final documentation
2
Custom Plan Strategies
Tailored de-risking solutions your current actuary probably isn't
showing you
Not every plan is ready for termination, and termination isn't always the first step. Quantum helps plan sponsors identify and execute the right de-risking path for their specific situation. We show you options your current provider has no incentive to bring to the table. What's included: Comprehensive plan analysis and funded status review Lump sum window design and execution Phased termination planning PBGC premium minimization strategies Ongoing monitoring and strategy adjustment
3
Ongoing Plan Management
Focused on finding real cost savings, not just maintaining the status quo
Most plan managers are incentivized to keep things running as-is. Quantum isn't. When we manage your ongoing defined benefit plan, we're actively looking for ways to reduce your costs, lower your risk exposure, and build toward a future exit, not just maintain a steady fee stream. Wherever your plan is, our team brings the same rigor and independence to ongoing management that we bring to terminations. You get a partner who's always working toward your best outcome, not their next renewal. What's included: Annual actuarial valuations PBGC premium monitoring and minimization Funding strategy and contribution planning Regulatory compliance and government filings Strategic planning toward future termination.