OVERVIEW

 

In the face of increasing and volatile plan-related costs, many defined benefit (DB) plan sponsors have been considering terminations, active de-risking, and transitioning from DB to defined contribution (DC) plans. This trend has been building for the past few years.

 

But where do your peers stand in 2019? What risk management actions are they taking around funding contributions, mitigating investment risk, transferring pension risk, or evolving governance?

 

The ways that plan sponsors are approaching these and other objectives may come as a surprise, as revealed in the 2019 DB CFO Research/Mercer Survey.

 

Key Takeaways:

 

  • Managing the DB journey by formalizing a strategy and execution plan
  • A continued and pronounced uptick in de-risking, suggesting market focus is on the rise and plan sponsors are taking a more proactive approach
  • Evolving investment governance models in the DB space

SPEAKERS

MATT MCDANIEL, PARTNER
U.S. Financial Strategy Group Leader

SCOTT JARBOE, PARTNER
Defined Benefit Segment Leader

JULIA KOTCHETKOV
Senior Wealth Actuarial Consultant

HEIDI GOBETZ
Senior Wealth Actuarial Consultant

Watch the Replay of the "Mercer/CFO Research 2019 Pension Risk Survey Results" Webinar

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