Defined Benefit (DB) Plan Solutions
Collaborating on DB plans to tackle funding and volatility issues, pension risk transfer strategies, and more.
Your commitments, as our own.
Millions of people around the globe depend on DB pension plans to ensure a dignified retirement.
As a fiduciary, you are responsible for fulfilling your obligations, no matter what lies ahead. This is a weighty responsibility and may pose substantial challenges in these uncertain times. We can help.
Who we support
Corporate, public, non-profit, and union DB pension plans of all sizes and levels of maturity.
CASE STUDIES
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.
Outsourcing Solution
How a corporate pension plan with $2 billion in assets reduced overall pension management costs by 50%.
Plan Termination Strategy
How a wood products company removed 40% of plan liabilities with limited impact on company financials.
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.
By the numbers
72
U.S. DB partnerships
$31.4 B
U.S. DB assets under management
15 years
Average DB client tenure
$327.5 B
Global assets under management
88 years
In business
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.
Strategic guidance
Ensuring you make informed decisions grounded in sound, evidence-based research and practical insight.
Recognition
We are proud to be globally recognized for excellence in the investment industry.
When it comes to DC plans, outsourcing can take many forms, from limited-scope duties such as investment manager selection and monitoring to full plan management and administration. For over 30 years, we have provided award-winning¹ fiduciary management services to corporate retirement plans.
¹ Russell Investments was ranked as a top global manager of 401(k), 403(b) or other DC outsourced assets, out of 26 firms, in CIO Magazine’s “2024 Outsourced-Chief Investments Officer (OCIO) Survey,” based on the AUM from its fully discretionary clients (as of December 31, 2023).
Drill deeper
More resources for DB plans
Corporate Pension Finance Handbook
The challenge of efficiently managing a pension plan continues to grow, and simple, practical guidance is more valuable than ever. Our updated fourth edition addresses significant new developments.
Investment guides for fiduciaries
Brevity has a quality all its own. Whether you're a CEO, CFO, CIO, Trustee, Board Member, or Investment Committee member, you've got a lot on your plate. With this in mind, we have created these helpful guides for fiduciaries.
Liability-Driven Investing (LDI)
Liability-driven investing (LDI) focuses investment policy and asset allocation decisions on matching the pension plan's current and future liabilities, shifting the focus from simply beating benchmarks toward improving and stabilizing the plan's funded status.
DB / DC harmonization
CFOs, investment committees, and retirement plan sponsors are increasingly capitalizing on the significant synergies achievable by harmonizing both DB and DC plans within a single holistic solution.
Our experts work hard to solve the complex issues our clients encounter.
Our collection of research shows our dedication to solving complex investment problems.
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Peter Corippo
Managing Director,
Fiduciary Solutions - Retirement
866-616-8927