In 2014, on the heels of a successful 2013 and perhaps in anticipation of a tough year developing, most members of the $20 billion club took time to tune up their funding and investment strategies to adjust to current conditions. Rates had risen, Congress had passed new funding relief, and average funded status was the best it had been in years. This led to dramatic changes to expected contributions, asset allocation shifts and ongoing risk transfer.

Understanding the actions of this group gives other DB plan sponsors and their advisors a glimpse into the thoughts of those who collectively manage over $750 billion in pension assets. This in turn helps give perspective to sponsors considering adjustments to their own strategies.

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