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Our-Process_01
OUR PROCESS

US Pensions Solutions

Assess

  • Identify client needs, opportunities and objectives
  • Inform client about options in managing their 401(k) from overseas
  • Check if client's global assets need special consideration
  • Define any vulnerabilities in existing arrangements
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Research

  • Help clients locate inaccessible or lost 401(k) plans
  • Collect relevant information on existing 401(k) plans
  • Analyze findings and prepare consolidation proposal
  • Present the available options and value-add by the firm
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Implement

  • Provide client with a formal recommendation
  • Leverage partnerships for specialized solutions
  • Update clients regularly on transfer progress
  • Provide strategic portfolio guidance
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Optimize

  • Conduct quarterly reviews with client
  • Review optimal asset allocation
  • Optimize distribution strategies
  • Provide specialized client support
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