DEFINED BENEFIT (DB)
PLAN SOLUTIONS
Your commitments, as our own.
Collaborating on DB plans to tackle funding and volatility issues, pension risk transfer strategies, and more.
Introduction
Millions of people around the globe depend on DB pension plans to ensure a dignified retirement. As a fiduciary, it falls on you to fulfill your obligations, no matter what lies ahead. This is a weighty responsibility, and in these uncertain times, it may pose a substantial challenge. We can help.
Who we support
We support corporate, public, non-profit, and union DB pension plans of all sizes and levels of maturity.
Asset/Liability Study
How an ongoing asset/liability study maximized the funded status of a U.S. utility company.
Public Pension Plan
How a public pension plan evolved their program to enable real-time responses to market events, and lower fees.
Plan Termination Strategy
How a wood products company removed 40% of plan liabilities with limited impact on company financials.
Corporate Pension Outsourcing
How a corporate pension plan with $2 billion in assets reduced overall pension management costs by 50%.
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.
75
U.S. DB
partnerships
14 YRS
Average DB
partnership
$26 B
U.S. DB assets
managed
1981
Longest current
DB partnership
87 YRS
In business
As of 12/31/2022.
How we support DB plans
A uniquely flexible approach, for wherever you are on your investment journey.
Strategic guidance
Ensuring you make informed decisions grounded in sound, evidence-based research and practical insight.
Learn about consultingInvestment 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 CIOImplementation solutions
A suite of solutions to help your in-house team gain greater portfolio control, limit costs, reduce risk, and enhance returns.
Learn about customized portfolio solutionsWe 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 47 firms, in CIO Magazine's "2023 Outsourced Chief Investments Officer (OCIO) Survey," based on the AUM from its fully discretionary clients (as of 12/31/2022).
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.
Receive yours todayDRILL DEEPER
Liability-driven investing
Liability-driven investing focuses the investment policy and asset allocation decisions on matching the current and future liabilities of the pension plan, shifting the focus from simply beating benchmarks toward improving and stabilizing the plan funded status.
DB / DC harmonization
CFOs, investment committees, and retirement plan sponsors are increasingly capitalizing on the significant synergies achievable by harmonizing both DC and DB plans within a single holistic solution.
Latest DB articles
Hear from our experts on the latest DB insights and research.
Ready to talk
We're ready
to help.
Please reach out to me directly through this form.
Peter Corippo
Managing Director,
Fiduciary Solutions
* Asterisks indicate required fields.
Your information is never shared with third parties. View our Privacy Policy.