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.
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DB Plan Dashboard

This is an interactive online tool that provides an overview of key statistics from all your defined benefit plans globally, including investment strategy, funding position, projected cash flows and value at risk. It can be customized to drill down to different levels of plan information, and allows users to assess ‘what-if’ scenarios.

 

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2024 Top Considerations for DB plans

The DB landscape has experienced significant changes over the past year. While the four core pillars for DB plans – journey planning, return-seeking approach, liability-hedging approach, and governance – remain stable, the top considerations within each area have evolved to reflect the current market conditions. Here are the top considerations that we’ve identified for DB sponsors in 2024 and various approaches to help plan sponsors adapt to a new environment characterized by heightened funded status positions, potentially increased required contributions and elevated yield and discount rates..
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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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