Innovative Leader

Working closely with our corporate clients on their pension issues strengthens the advice we can give them, especially when transformational events such as defined benefit pension financial settlements, funding policy changes, and governance and compliance responses unfold.

Here are some recent wins we’ve achieved for our clients.

Case Study

Pensions have hidden costs.

Marris + Miller identified pension cost savings during a merger and acquisition process. We recognized hidden liabilities that were neglected by both the legal counsel and the previous actuaries, and the result was our client not only saved 5% on purchase price and but also identified an estimated 3.4 million dollars in savings of future cost.

Clients engage M&A consultants because there are matters that are too complicated for them to manage. However, the problem is that most consultants take this one as a mechanical process, just following regulations and filing rules, rather than leading the effective delivery of complex processes. Marris + Miller shifts the balance towards a new way of thinking about business change and growth.

Case Study

Do more with less.

With budgets getting tighter, executives need to do more with less. Pension costing shouldn’t be the exception. A collaboration with some firms helped our client cut service costs by almost 60%. Marris + Miller negotiated an agreement to streamline processes more than traditional data reconciliation approaches, and the result was a massive decrease in service and administrative costs for the company.

This result not only saved the company money but also created a more effective and efficient structure and pension process. As independent advisors, we can identify strategic resources that are faster, more commercially reasonable and better able to meet our clients’ requirements.

© 2023 Marris + Miller
Privacy & Cookies: This site uses cookies. By continuing to use this website, you agree to their use. To find out more, see here: Privacy Policy