Making A Difference
Bdellium develops decision support tools
that enable companies in the financial industry
to deliver new customer services that grow their business
“Bdellium has been a key partner in helping us create MetLife’s Pension Risk Behavior Index, a study of risk management attitudes and aptitude among plan sponsors.
We selected the firm for its demonstrated sophisticated and original approach to complex issues, which is strengthened by the intellectual rigor, thoughtful analysis and unwavering commitment it brings to each project”
Product & Market Strategies,
Corporate Benefit Funding, MetLife
The Plan Design Optimization Report (PDOR) service enables plan advisors to find a set of plan provisions that, for an amount the employer can afford, gives employees the best chance of retiring comfortably.
The service also enables plan record keepers and third party administrators to leverage their existing date and reporting systems to support plan sponsors and advisors who are working to improve participant retirement outcomes.
“The best investment
I ever made for my associates.”
Chairman & CEO
First plan sponsor to use PDOR Service
The QDIA BLUE BOOK fund evaluation service enables an advisor to identify the most suitable target date, balanced or custom default investment solution for any plan, taking account of that plan’s particular policies, priorities and participant demographics.
The service also enables target date fund providers to identify the retirement plans for which their solution is the most suitable.
“We firmly believe … the analysis you are working on is critical to the market’s evolution and that you are at the forefront.”
Sharing Knowledge and Experience
Understanding the interrelationship between spot, forward and zero interest rates is essential to avoid overpaying in the financial markets.
Before we can start to address the many challenges to achieving retirement security, we need to clearly define the goal.
How investment fiduciaries can avoid taking the same path to self destruction as the credit derivatives industry.