Initial Fact Finding and Evaluation

When HMIA is retained, we will review the financial data of the plan in order to access and understand the immediate and near term liabilities of the plan, funding status, benefit payment methods, and cash flows.  The investment parameters and constraints are identified and defined.

  • INVESTMENT matters

    • Identify parameters

    • Identify constraints

  • Review of financial Data

    • Immediate and near term liabilities

    • Funding Status

    • Benefit payment methods

    • Cash Flows