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.
Defined benefit 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.
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).
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.
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
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
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Partner with us
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Peter Corippo
Managing Director,
Fiduciary Solutions - Retirement
866-616-8927