IPG assists in the identification and prioritization of corporate objectives including level of benefit and compensation, eligibility for participation, portability of benefits and whether the benefit should be equalized for all participants. In addition, the company must consider impact to cash, balance sheet and income statement, the importance of reducing or eliminating accrued liabilities and maximizing tax efficiencies to the company.

Once the objectives are identified, IPG quantifies the existing local social benefits plus any company provided benefits, survivorship or pension benefit and determines any shortfalls.