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| Defined Benefit Plans | Defined Contribution Plans | Investment Consulting | Non-Governmental Organizations | Mergers & Acquisitions |
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| Defined Benefit Plans |
Our services include actuarial valuations, asset/liability studies, stochastic forecasts, plan design, administration, annuity searches for frozen DB plans, due diligence during corporate transactions and other services.
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| Defined Contribution Plans |
We help our clients manage their defined contribution plans including 401(k), profit sharing, money purchase and offshore plans. Our services include plan design, investment provider searches, investment monitoring, communications, nondiscrimination testing, due diligence during corporate transaction and other services.
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| Investment Consulting |
We help our clients monitor the performance of the assets in their pension plans - defined benefit and defined contribution plans. Using our in-depth knowledge of pension plans, we provide focused advice to our clients on how to best manage their assets to achieve the goals of the pension plans. Our firm is independent and we work on fee-for-service consulting basis - we do not receive any asset-based fees. To view our Form ADV Part II click here.
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| Non-Government Organizations |
We have worked with Non-government Organizations (NGO's) and their unique issues facing their human resources needs. We have helped NGO's with offshore pension plan design, employee communication - both via the web & email and face-to-face around the world, investment performance monitoring, strategic surveys, global medical insurance coverage, government audit support and other assistance with their employee benefit programs. To view some NGO Survey Results on our Resources Page click here.
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| Mergers & Acquisitions |
No transaction is ever too small. Whether you are acquiring a company, selling a division/non-core line of service, or spinning-off a portion of your company to be a stand-alone operation, the HR and benefit issues that come with this transaction require specialized skill and expertise. Cassidy Retirement Group, Inc. offers the following services:
Pre-acquisition or Pre-divestiture Due Diligence
- Adequacy of balance sheet reserves
- Post-acquisition accounting expense and cash
- Synergy analysis
- Change-in-control impact (e.g., retention, golden parachutes, accelerated benefits, culture)
Post-acquisition Integration Support
- Timely and effective communications
- Program design and vendor negotiation
- Implementation of target synergy initiatives (first 100 days)
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