Pension clients can be assured that our professional consultants understand the challenges facing today's plan sponsors.
- Canterbury partners directly with your Actuary when formulating the asset allocation recommendations(test)
- We know how to incorporate an allocation to non-traditional asset classes to alleviate the disparity between corporate assets and liabilities
- We assist plan fiduciaries in keeping up with changes to plan operations, plan governance and legislation
- We know how to effectively control costs in the most efficient ways
For 401(k) and 403(b) plan clients, we recommend partnering with a bundled service provider who can offer record keeping, trust and participant education services, while Canterbury provides the investment services such as: - Portfolio assessment
- Asset class identification
- Manager/Fund evaluation
- Investment implementation
- Customized blended portfolios
- Performance monitoring
- Canterbury accepts our role as a plan fiduciary for our corporate clients and we do not mange money or sell any products so you can be assured our advice will always be objective and free from conflicts of interest.
- To find out more about how Canterbury can help you meet your unique goals, contact us today.