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

Asset/Liability Study

How an ongoing asset/liability study maximized the funded status of a U.S. utility company.

Read this case study

Public Pension Plan

How a public pension plan evolved their program to enable real-time responses to market events, and lower fees.

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Outsourcing Solution

How a corporate pension plan with $2 billion in assets reduced overall pension management costs by 50%.

Learn about this study

Plan Termination Strategy

How a wood products company removed 40% of plan liabilities with limited impact on company financials.

Read about this strategy


 

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

73

U.S. DB partnerships

$31 B

U.S. DB assets under management

17 years

Average DB client tenure

$331 B

Global assets under management

89 years

In business


 


 

How we support DB plans

A uniquely flexible approach, for wherever you are on your investment journey.

Investment outsourcing

Asset management and strategic guidance tailored to a level of discretion that suits you, so you can focus on what matters most.

Learn about outsourced CIO

Implementation solutions

A suite of solutions to help your in-house team gain greater portfolio control, limit costs, reduce risk, and enhance returns.

Customized portfolio solutions

Strategic guidance

Ensuring you make informed decisions grounded in sound, evidence-based research and practical insight.

Our consulting legacy


 


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.

View all awards

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.

Request yours today

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.

Explore more guides


 


 

Drill deeper

Liability-Driven Investing (LDI)

Liability-driven investing (LDI) focuses investment policy and asset allocation decisions on matching the pension plan's current and future liabilities, shifting the focus from simply beating benchmarks toward improving and stabilizing the plan's funded status.

Learn about our approach to LDI

DB / DC harmonization

CFOs, investment committees, and retirement plan sponsors are increasingly capitalizing on the significant synergies achievable by harmonizing both DB and DC plans within a single holistic solution.

Learn about DB / DC harmonization
RECENT INSIGHTS
RECENT RESEARCH
Insights 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.

Private Markets Playbook

Positioning for a New Reality

How to spot opportunities and gain exposure to private investments without taking on too much risk.

Read the article

Eye on private credit

Understanding the basics and beyond

With a robust supply of asset-based investments, the private credit market has grown to over $5T dollars and is anticipated to be worth nearly $8T by 2027, driven by structural shifts in the lending environment.

Start exploring

Outsourced CIO

The Right OCIO Can Cure Insomnia in Restless Markets

Even in normal times, managing an investment program is a challenging job. But when you add on tariffs and trade wars, it's bound to lead to some sleepless nights. Learn how an OCIO firm can provide relief.

Read the article

Partner with us

Get in touch with us through this form, and we'll reach out to you.

Peter Corippo
Managing Director,
Fiduciary Solutions - Retirement
866-616-8927

About Peter

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