Pension Risk Transfer
We are a leading independent fiduciary specialist dedicated exclusively to defined-benefit pension plan terminations and pension risk transfers. Our sole mandate is to minimize the total economic cost of termination for Plan Sponsors while rigorously fulfilling fiduciary and DOL 95-1 obligations. We deliver institutional-quality outcomes at boutique speed and transparency.
OCM Phased Pension Termination (PPT™)
- Odingard PPT delivers the optimal path to fully terminate your defined benefit plan and eliminate all risk and ongoing costs.
- With decades of specialized experience in process management, actuarial guidance, world-class institutional asset management, participant support, and legal execution, we manage every phase of the de-risking and termination glidepath with precision.
- Our sole focus is delivering the most timely, cost-effective, permanent solution for sponsors minus the endless carry fees typical of legacy firms.
- Our methodology is refreshingly different: truly fiduciary, sponsor-aligned, and participant-focused.
When you engage Odingard, you get timely, dependable execution whether it's targeted de-risking, interim asset management, or plan termination.
Done right. On time. Risk eliminated. Odingard PPT.
“Our organization had searched extensively for the right resource partner to assist us with our frozen defined benefit plan. We were very pleased to engage Odingard Capital and have been even more pleased with their innovative approach to pension risk, cost-efficient deliverables, and attention to detail.” Doug Wareham, President & CEO of Kansas Bankers Association.
For more information, or to schedule an initial conversation, click here.