For any organization that manages a pension plan, the question is rarely whether it matters. It does. The question is whether the current model is sustainable over time, and whether the people and structures in place today will still be the right ones five or ten years from now.
Pension management is specialized work. It requires deep investment expertise, continuous attention, and strong coordination across multiple parties, including sponsors, administrators, consultants, and investment managers. When that expertise lives internally, it often depends on one or two individuals. If one of them leaves, or if the organization simply does not have the capacity to sustain that level of focus alongside its core responsibilities, the plan is exposed. Not immediately, and not visibly. But the risk accumulates quietly.
Sponsors cannot walk away from fiduciary responsibility. That is clear. But many of the governance and administrative functions that consume board and management time can be delegated. The question is to whom, and how.
NordoVest offers an integrator function. This is a trusted, independent role that sits between the sponsor and the various parties involved in running the plan. We coordinate, we provide continuity, and we reduce the burden on boards and management without creating new layers of complexity. We are not an employee, and we are not a vendor with an interest in selling something. That independence is what makes the role work. The sponsor retains oversight and control. What changes is the day-to-day coordination and the knowledge continuity, which no longer rests on a single point of failure.
This is not a product off a shelf. It is a relationship built around understanding how your plan is structured, who the key parties are, and where the gaps or vulnerabilities actually exist. It works best when it is introduced early, before a transition becomes urgent, because the value is in the continuity itself.
We work with organizations that sponsor defined benefit or defined contribution pension plans. This includes corporations, public sector entities, unions, and multi-employer plans. Our clients typically manage plans with assets between $50 million and $2 billion.
Yes. We coordinate with your existing advisors, accountants, lawyers, actuaries, and investment managers. We do not replace them. We ensure they work together effectively and that nothing falls through the cracks between quarterly meetings.
No. The first meeting is a conversation about your plan structure, current challenges, and whether our integrator model fits your needs. You pay nothing until we agree on a scope of work.
We provide conflict-free advisory services. No affiliated products. No database fees from managers. Our recommendations serve your interests alone.
30 years managing and advising institutional portfolios. We have built investment programs, navigated market crises, and earned board trust through results.
We address the decisions that drive long-term outcomes. Asset allocation, private markets structure, governance design, and risk management frameworks.
We work within your existing resources and constraints. No theoretical frameworks. No cookie-cutter solutions. Just actionable advice that fits your organization.
