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Benefits Administration Services: Defined Benefit Plan Administration (U.S. and Canada)

Defined Benefit Solution Built On Deep Expertise and Experience

ExcellerateHRO’s defined benefit plan administration services are built on a foundation of deep expertise and more than 30 years of experience. Whether our clients need full outsourcing or prefer our co-sourcing solution, our Defined Benefit offering reduces costs and minimizes risks while providing high-quality services.

Our Defined Benefit Administration solution works for all types of defined benefit plans, including both traditional and cash balance, and is designed to handle high-volume transactions, benefit calculations, and complex data and plan rules.

We're changing the way Defined Benefit Plan services are delivered with:

  • Industry-leading, advanced defined benefit reporting capability
  • Faster implementation and change management, including complex merger, acquisition and divestiture support, thanks to our agile, analyst-driven benefits administration platform
  • A highly-personalized Web self-service experience, designed to support participants at every stage of the employment life cycle – with tools ranging from modeling and decision support, to a rich online retirement experience, to full-circle payment management services for retirees.

A Look At Our Experts

Barry Rosenberg

Defined Benefit Practice Leader

Barry Rosenberg is ExcellerateHRO's Defined Benefit Practice Leader within our Product and Portfolio group. In this role, he is responsible for the future direction of the defined benefit offering, as well as for new implementations and conversions. Barry has 22 years' experience in benefits administration with a Masters of Business Administration from NYU's Stern School of Business. He joined ExcellerateHRO from Towers Perrin.

Howard Goldspiel

Benefits Administration Practice Leader

Howard Goldspiel has more than 22 years' experience in benefits administration, consulting and system implementation. He holds the Enrolled Actuary designation and has extensive experience in Defined Benefits, Health and Welfare, and Defined Contribution plan design and administration.

View Our Experts

Quick Facts

  • ExcellerateHRO is experienced with clients whose eligible plan populations span both North America and EMEA.
  • We provide Defined Benefit services to clients with as many as 500,000 participants.