FAI-Defined Benefit Plans

Turn your pension plan into a point of distinction.

Defined benefit (DB) plans can be appealing to business owners who want to accelerate their personal savings and to the employees who get to enjoy the income when they retire without having to contribute to it. But defined benefit plans can also be complicated, expensive, and fraught with challenging factors that need to be considered. Financial market volatility, changing workforce demographics, and stringent regulatory requirements only add to their complexity.

With so much at stake, it’s important to choose the right institutional advisor.

FAI Wealth Management provides comprehensive, customized solutions that address inherent DB plan risks, removing the complexity for pension plan sponsors. Turn to us for assistance in evaluating your plan, developing the best funding strategy for your business, and streamlining the administrative tasks required. Our team of experienced professionals, combined with our sophisticated systems, will allow you to integrate your DB plan with ease, execute it flawlessly, and educate your employees so they fully appreciate this valuable benefit.

Recent News

Recent News

How Volatility Takes Away Your Financial Freedom

How Volatility Takes Away Your Financial Freedom

1/14/2019 12:00:00 AM EST
3 days ago

This is not an article about risk tolerance, or how comfortable you are with market volatility. 

That concept is very important, because many financial decisions ...

FAI's 4th Quarter Investment Review

FAI's 4th Quarter Investment Review

1/14/2019 12:00:00 AM EST
3 days ago

Beginning in 2019, Curt Gross, Chief of Investments, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

1/31/2019 11:00:00 AM EST
Curt Gross, FAI's Chief Investment Officer, will be going ...

President's Day: Office Closed

President's Day: Office Closed

2/18/2019 12:00:00 AM EST
FAI's Office is closed due to President's Day.