Qualified Retirement

As an employer or a business owner, you know it is absolutely critical to have a great team behind you. And one of the best ways to attract and retain your talented team is by offering outstanding retirement plans that provide your employees with the resources they need to take control of and plan for their financial futures.

H&A’s team is highly experienced in the areas of retirement plan design and consulting, participant education, investments, and operations. Learn more about the plans, support, and reassurance we provide to employers and their employees.

Defined Benefit Plan Investment and Risk Management

Combined, our investment advisors and portfolio managers have more than 100 years of market experience that spans more than three full market cycles. Our experience is invaluable in providing strategic and tactical asset allocation guidance to our clients and enables us to provide a steady hand during periods of market turbulence.

We offer a comprehensive suite of services to our defined benefit pension plan clients, including:

  • Return objective & risk tolerance consulting, including developing or updating an investment policy statement
  • Strategic asset allocation consulting
  • Investment portfolio construction, management, and review
  • Portfolio risk management
  • Tolerance band portfolio rebalancing
  • Tactical investment consulting and positioning
  • Portfolio cash flow management and financial planning
  • Performance measurement and benchmarking to indices
  • Customized account review process, including quarterly reporting and review meetings

Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.