Defined Benefit Plans
Your employees are indispensable. They’re irreplaceable. So you provide them with a predictable source of retirement income. We help you manage that plan.
A Fiduciary Approach to Corporate Retirement Planning
Manage Risk
Manage plan risk with an investment strategy aligned to your plan’s liabilities and long-term objectives. We’ll continually look for options to off-load risk through insurance or other solutions.
Invest for Stability
We can be your OCIO or advise your investment board. Use liability-driven investment strategies designed to align plan assets with liabilities and manage investment risk.
Contain Costs
Defined Benefit Consultants Serving Corporations Nationwide
Rothschild retirement consultants work with small and mid-sized corporations nationwide. Let us help you navigate the complexities of your company’s defined benefit plan.
Reach Us Through
A Different Kind of Wealth Firm. Already Operating.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
