Union Plan Solutions
Your commitments, as our own.
Collaborating on DB plans to tackle funding and volatility issues, pension risk transfer strategies, and more.
Introduction
Millions of people around the globe depend on DB pension plans to ensure a dignified retirement. As a fiduciary, it falls on you to fulfill your obligations, no matter what lies ahead. This is a weighty responsibility, and in these uncertain times, it may pose a substantial challenge. We can help.
Who we support
We support corporate, public, non-profit, and union DB pension plans of all sizes and levels of maturity.
Asset/Liability Study
How an ongoing asset/liability study maximized the funded status of a U.S. utility company.
Public Pension Plan
How a public pension plan evolved their program to enable real-time responses to market events, and lower fees.
Plan Termination Strategy
How a wood products company removed 40% of plan liabilities with limited impact on company financials.
Corporate Pension Outsourcing
How a corporate pension plan with $2 billion in assets reduced overall pension management costs by 50%.
Case studies are problem-solving stories. We select a situation that is indicative of problems clients in this category are facing. The recommendations described do not represent a standard strategy or set of recommendations made for all advisory clients with similar issues. Each client has unique requirements, challenges, and constraints, and our advisory solutions are tailored to each client’s specific needs.
75
U.S. Defined benefit partnerships
15 YRS
Average Defined benefit client tenure
$29.3 B
U.S. Defined Benefit assets under management
$392.4 B
GLOBAL ASSETS UNDER MANAGEMENT1
88 YRS
In business
Data as of 12/31/2023.
1 Currency in CAD.
RUSSELL RESEARCH
Insights and research from our key thought leaders
PARTNER
WITH US
Get in touch with us through this form and we'll reach out to you.
Chris Wright
Director,
Canada Institutional Sales
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