Justin Owens

Justin Owens

SENIOR ASSET ALLOCATION STRATEGIST


Return requirements for DB plan portfolios

August 2019
A variety of objectives and circumstances will dictate return needs. Let us help explain and breakdown the return requirements for defined benefit plan portfolios.

$20 billion club: Equity downturn in Q4 nearly overshadows higher discount rates & strong contributions in 2018

March 2019
How did 2018 fare for the $20 billion club? The group of 20 publicly listed U.S. corporations with pension liabilities in excess of $20 billion offer a window into the trends affecting the wider corporate pension community.

Q&A: Tax reform for DB plans

June 2018
With the passing of the Tax Cuts and Jobs Act, there may be an indirect impact on plan sponsors. Find out in this Q&A.

The investment and management of frozen pension plans

March 2018
This frozen plan handbook serves as an illustrative guide for those who have already frozen or are considering freezing their pension plan.

$20 billion club posts record contributions in 2017 as funded status jumps

February 2018
How did 2017 fare for the $20 billion club? The group of 20 publicly listed U.S. corporations with pension liabilities in excess of $20 billion offer a window into the trends affecting the wider corporate pension community.

An interest rate hedging diagnostic

October 2017
How much interest rate exposure should be built into the asset portfolio to offset the interest rate exposure in the liabilities? See our four key considerations.

$20 Billion Club Strategy: 2017 update

April 2017
With lagging contributions and stagnant funded status, plan sponsors ought to focus on what they can control with plan design, funding, investment, and risk transfer policies.

Simplifying the LDI story by focusing on the three DB hedge ratio levers

February 2017
An investment strategy that is conducive to maintaining a fully funded status. See how three DB hedge ratio levers can help mitigate some of the plan’s risks.

A guide to pension plan hibernation

April 2016
Don’t ignore the hibernation stage. The hibernation stage can serve as a stepping stone to plan termination that reduces risk and cost. See our guide.

Strategic asset allocation reviews for DB plan sponsors

February 2016
This paper focuses on the strategic asset allocation review process and how it assists the sponsor in setting an appropriate asset allocation for the DB plan and its beneficiaries.

Update: How will the new RP-2014 mortality tables affect my DB plan strategy?

August 2015
This Russell Investments Practice Note examines how the new RP-2014 mortality tables will affect the strategies defined benefit (DB) plan sponsors have adopted or are considering.

LDI for DB plans with lump sum benefit payment options

July 2015
While offering lump sums adds an extra layer of complexity to an LDI strategy, this should not dissuade sponsors from pursuing LDI strategies for their plans. With a proper understanding and appropriate adjustments, LDI can reduce interest rate risk and help sponsors meet their objectives for their plans and the plan’s participants.

The largest corporate DB plan sponsors tune up their strategies

March 2015
This paper describes changes made in the $20 billion club's DB plans, including plan objectives, key drivers behind funded status, and major asset allocation shifts.

Funding and investment strategy for DB plan terminations

November 2014
This Russell Investments Practice Note discusses how sponsors’ decision to terminate their defined benefit (DB) plans should affect their funding and investment strategies.

LDI for cash balance plans

June 2014
This Russell Investments Practice Note answers how cash balance retirement plan sponsorships and DB plan sponsor trends align with each other to meet plan sponsors’ risk-management objectives.

Update: Risk transfer options for defined benefit plan sponsors

June 2013
This paper responds questions regarding sponsor options and considerations while pursuing risk transfer for their pension plans.
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