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
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.
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.
We are proud to be globally recognized for excellence in the investment industry.
Russell Investments was ranked as a top global manager of Defined Benefit 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.
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.
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.
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.
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