Benefit Liability Management

Benefit Liability Management is the collaborative process of reviewing existing employee benefit obligations and exploring the potential to offset and or mitigate the expense associated with such obligations.

Most Credit Unions are experiencing a rapid rise in employee benefit obligation expenses. Coupled with ever shrinking investment margins, the impact to Credit Unions becomes a material concern.

By utilizing a conservative approach to impermissible investments for a small portion of your investment portfolio, we can significantly reduce or offset those benefit expenses.

Our consultants have the industry knowledge necessary to help you get the most value out of every dollar you invest into your executives and directors.