Request A Corporate Pension Finance Handbook

Investment guidebook

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.

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A corporate pension finance handbook

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

By Russell Investments

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

A look inside our DB Corporate Pension Finance Handbook

How does your plan compare?

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

Download worksheets

Request the research

Our proprietary research is made available to our institutional clients, and many of these published papers are available to other institutional investors as well. If you are not a Russell Investments' client, but are an institutional investor, we welcome you to request this research piece.

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