Union Plan Solutions

Your commitments, as our own. Collaborating on union plans to tackle funding and volatility issues, pension risk transfer strategies, and more.

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.

72

U.S. DB partnerships

15 years

Average DB client tenure

$42.1 B

U.S. DB assets under management

$478 B

Global assets under management

88 years

In business

Defined Benefits AUM as of 12/31/2024

Global AUM As of 3/31/2025

Currency in CAD.

How we support DB plans

A uniquely flexible approach, for wherever you are on your investment journey.

Investment outsourcing

Asset management and strategic guidance tailored to a level of discretion that suits you, so you can focus on what matters most.

Implementation solutions

A suite of solutions to help your in-house team gain greater portfolio control, limit costs, reduce risk, and enhance returns.

DRILL DEEPER

Liability-driven investing

Liability-Driven Investing (LDI) focuses the investment policy and asset allocation decisions on matching the current and future liabilities of the pension plan, shifting the focus from simply beating benchmarks toward improving and stabilizing the plan funded status.

Our approach to LDI

Russell Research

Insights and research from our key thought leaders

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Is the endowment model dead?

Mary Beth Lato

February 19, 2025

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What’s your organization’s investment succession plan?

Peter Corippo

February 18, 2025

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4 key things to look for in an OCIO provider

Peter Corippo

October 09, 2024

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Partner with us

Get in touch with us through this form and we'll reach out to you.

Chris Wright

Director, Institutional Sales

About Chris

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