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.
In an executive pension-related project, we were asked to advise on the pension process, but after reviewing the numbers and the company, we took a more strategic approach and looked at tax consequences and stakeholder relations as well. The result of our work was an estimated tax saving of over two million dollars, as well as an increase in the ability of the client to make impactful decisions quickly.
Marris + Miller’s role in pension financial settlement is to pension strategies, helping our clients make fast decisions. We have the benefit of experience and the ability to bring expertise across experience through client management, as well as through financial analysis.