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Pension Plan Governance Model
Pension Plan Governance starts with a process of defined expectations within a framework of process, evaluation, and performance monitoring. The purpose of pension plan governance is to employ best practices and forward thinking to meet the fiduciary expectations of all plan stakeholders (plan members, corporation, and shareholders) and to continuously review current practices to continuously evolve a better program.
Success without governance is often called “chance” and unquestionably, “chance” is not a successful business model element. Proteus provides a structured and customized ongoing governance support structure so your organization and your employees can get the most out of your retirement income program – better understanding, better value, and better results.
Want to learn more about current pension plan governance issues? Check out our Pension Matters blog.
Elements of Pension Plan Governance Process
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Pension Plan Design
Investment Policy
Performance Measurement
Communication and Education
Retirement Planning
Plan & Record Carrier Management
- Optimized plan design for your organization based on corporate objectives, employee demographics, employee distribution, industry position, and plan design management requirements
- Coordination of building a new program, managing existing plans, consolidation of existing programs, and plan design conversion for Capital Accumulation and Defined Benefit programs
Pension Plan Design
Proteus Performance Management – Governance Integrity
All directors, managers, and employees of Proteus Performance Management Inc agree to conduct all client mandates free of conflict of interest and with the highest level of business integrity, standards, ethics, and to ensure the best interests of plan sponsors, boards, and plan beneficiaries are met. Proteus Performance Management Inc is a wholly independent governance consulting firm with no direct affiliations to any fund managers, record-keepers, custodians, or insurance companies. All directors, managers, and employees of Proteus follow the guidelines, intent, and spirit of the CFA Code of Conduct for Members of a Pension Scheme Governing Body.
This Code of Conduct for Members of a Pension Scheme Governing Body (the code) represents best
practice for members of the pension governing body when complying with their duties to the
pension scheme. Whether public or private, each pension scheme board that adopts the code
will demonstrate its commitment to serving the best interests of participants and beneficiaries.
Pension Governance Tools
CAP Track for Capital Accumulation Plan Governance
CAP Track is an on-online CAP governance management tool which supports assigned and secure access for multiple users at the plan sponsor and CAP Advisor user level. CAP Track is designed, built, and supported by in-house CAP plan experts in conjunction with web enabled tools for CAP plan sponsors and their CAP Advisors. Access and full functionality is available 24/7 from any location with web access.
