individual-investor

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

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.

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.

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).

CIO 2023 OCIO Survey - Top DC Outsourcer

A 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.

A corporate pension finance handbook | Russell Investments

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.

Drill deeper

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.

Learn more about our approach to liability-driven investing

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.

Learn more about our approach to DB / DC harmonization
Recent Insights
Recent Research

Our experts work hard to solve the complex issues our clients encounter.

Our collection of research shows our dedication to solving complex investment problems.

Insights Research

Could the trade war trigger a recession?

See what our central scenario for the U.S. economy is amid heightened trade tensions.

Read the article

Eye on private credit

Where can private credit fit in an institutional portfolio?

Amid changing investor sentiment in equity and fixed income markets, is now a good time for institutions to consider allocating to private credit?

Our recent thoughts

Outsourced CIO

Doing more with the same: The power of OCIO

The budget team you've been given to manage your investment program is likely etched in stone. But the workload on your plate may be staggering. How can you make the most of your finite resources?

Read the article
Peter Corippo

Partner with us

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

Peter Corippo
Managing Director,
Fiduciary Solutions - Retirement
866-616-8927

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