Fully funded and then some: What surplus could mean for your plan
October 21, 2026 | 01:00 pm ET
Pension surplus is becoming a strategic opportunity for many DB plan sponsors. Join Marsh on October 21 at 1:00 PM ET to explore funding trends, regulatory developments, and practical ways to put surplus to work.
Overview
As funded pensions improve for many DB plan sponsors, the conversation around pension surplus is evolving. While surplus can represent meaningful value, realizing that value requires a clear strategy, one that considers today’s available options as well as the expanded uses contemplated in recent legislation.
Why attend
Join Marsh for a discussion on how plan sponsors can move beyond simply recognizing surplus to developing a strategy designed to put it to work. During this webinar, we’ll discuss:
- The current state of pension surplus – Key funding trends and what they mean for plan sponsors
- The evolving regulatory landscape – Recent legislative developments and their potential implications for pension plans
- Surplus strategies – Considerations to help translate surplus into tangible outcomes
- Lessons from peers – Learn how other organizations have strategically leveraged pension surplus
Whether your plan is approaching surplus or already has a meaningful one, now may be the time to consider what that surplus could mean for your broader retirement strategy.