Willis

Willis North America Retirement Plan Consulting

Our team of professionals, in conjunction with our strategic partners, provides a complete range of services to assist clients in developing and managing their comprehensive retirement plans.

Strategic Planning

Consultants from Willis North America can assist clients in strategic planning as it relates to:

• Plan design
• Cost/benefit analysis
• Funding strategies and asset/liability modeling
• Merger and acquisition due diligence

Pension Plans and Related Actuarial Services

Consultants from Willis North America working with our strategic partners can provide a complete range of consulting, actuarial and administrative services to sponsors of defined benefit retirement plans, including:

• Pension plans
• Supplemental executive retirement plans
• Other postretirement benefit plans

401(k) Plans

Through our internal resources and strategic partners, we offer:

• Investment policy development
• Investment policy management
• Benchmark studies including fees, services and compliance
• Provider search
• Ongoing provider management

Continuing Program Support

Our professionals are committed to providing ongoing support for your retirement benefits program, including:

• Daily HR administration support
• Communications program management and monitoring
• Ensuring that annual plan goals and objectives are met
• Keeping current with legislative updates
• Reviewing annual plan testing and compliance

Clients

Our clients include:

• For-profit corporations (publicly traded and privately held)
• Governmental employers (state and local governments, authorities, and school systems)
• Non-profit and tax-exempt organizations (hospitals, associations, charitable organizations, universities and colleges and institutions of higher education)