A Corporate Pension Finance Handbook

2020-10-14

Russell Investments

Russell Investments




Pension plans and the corporations that sponsor them have been stretched as never before. While the challenge is great, practical solutions do exist. Our guide for pension plan fiduciaries can also work as a training tool for new board and committee members.


A practical overview for Treasurers, CFOs, CIOs, board and committee members.

Fourth edition

Since we published the first edition of this handbook in 2012, it has proven highly popular as a reference guide for pension plan fiduciaries, as well as a training tool for new board and committee members. The challenge of efficiently managing a pension plan continues to grow, and simple, practical guidance is more valuable than ever. Accordingly, we've updated this fourth edition to address significant new developments such as:

  • Surge in discretionary contributions
  • Ongoing risk transfer activity
  • Upcoming phase out of the funding "stabilization" funding relief

This updated handbook has benefited from the many helpful comments received from clients and others since publication. We hope it continues to be a valuable resource for everyone involved in overseeing corporate pension plans.

A look inside

Multi-Asset Investment Strategies Overview

How does your plan compare?

Our downloadable and printable worksheets help you see how your pension plan compares.

Request today

* Asterisks indicate required fields.


Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.