Bellwether Consulting
 
 

Bellwether Consulting is an investment consulting firm for institutional investors.  Our clients look to us for insight on the financial markets, recommendations concerning investment decisions, and fiduciary oversight.

Welcome to our website!  Please use the yellow menu bar to navigate freely around the site, or start with one of these links:

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Services for specific types of investors, such as pension sponsors, defined contribution plan sponsors, endowment boards, and many others.

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General information on our investment process or services.

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Helpful resources for investors, including our market updates.

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Keith Hocter's book, Setting the Table, provides practical advice to investment decision-makers sponsoring 401(k) or other employee-directed plans.  Available directly from the publisher at xlibris.com.

 

As defined benefit pension plans take a decreasing role in securing employees' financial future, many employers are looking for DB-like alternatives to enhance their 401(k) or other DC plans. In this quarter’s Market Recap newsletter we update you on recent innovations in the venerable market for group annuity products, which now provide greater flexibility for participants and plan sponsors.