Defined benefit plans

Optimizing your defined benefit plan

We may help you navigate the defined benefit landscape — pivot on market conditions and seize opportunities while managing risk and cost.
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Your defined benefit destination strategy

We want to help you build and execute a defined benefit (DB) strategy ─ one that helps you aspire to delivering optimal outcomes to meet your objectives. Our DB solutions bring together actuarial, administration, pension risk management and transfer, and investment services for a seamless, end-to-end experience.
2023 Top Considerations for DB plans
It’s been the best and the worst of times for defined benefit (DB) plans. Through July 2022, funded-status improvements were solidly positive, with sizeable increases in discount rates having a healthy effect of lowering liability values. Still, equities and fixed income assets have both seen major declines as inflationary pressures have increased. Here are the top ten investment considerations that we’ve identified for DB sponsors in 2023.
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The next wave of pension activity will likely focus on de-risking in advance of plan terminations. Pension sponsors who engage a service provider early to help them consider the costs and benefits of taking those next steps can spend less time and resources worrying about their retirement plan, and more on things that matter most.
Scott Jarboe

US Defined Benefit Leader, Mercer

Value of integrating actuarial services and investments
A strategy and delivery model that integrates assets and liabilities is critical to helping plan sponsors achieve their objectives. Read more about the potential advantages of an integrated model that may ultimately deliver better financial outcomes versus a separate-provider model.
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