How did 2019 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.
A variety of objectives and circumstances will dictate return needs. Let us help explain and breakdown the return requirements for defined benefit plan portfolios.
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.
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.
This frozen plan handbook serves as an illustrative guide for those who have already frozen or are considering freezing their pension plan.
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.
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.
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.
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.
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.
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.
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.
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.
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.
This Russell Investments Practice Note discusses how sponsors’ decision to terminate their defined benefit (DB) plans should affect their funding and investment strategies.
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.