DB plan on ice or soon to be frozen? It's time for an investment strategy overhaul

Lawrence, Stewart; DeMairo, John
March 2006
Employee Benefit News;Mar2006, Vol. 20 Issue 3, p52
Explains why investment strategy and performance may be more critical for a frozen defined benefit than an ongoing plan and identifies investment strategies that sponsors should consider when evaluating the requirements of a frozen plan. Description of hard and soft freeze pensions; Most fundamental change in freezing a pension; Information on dynamic cashflow-based pension investment strategy.


Related Articles

  • Now on PIonline.com/features.  // Pensions & Investments;1/3/2011, Vol. 39 Issue 1, p1 

    The article discusses corporate defined benefit pension plans and portfolio management.

  • Now on PIonline.com/featuers.  // Pensions & Investments;1/10/2011, Vol. 39 Issue 2, p1 

    The article discusses corporate defined benefit pension plans and portfolio management.

  • Citigroup fund is aiming for 20% in alternatives. Fulman, Ricki // Pensions & Investments;11/15/1999, Vol. 27 Issue 23, p2 

    Reports that officials of the United States financial services conglomerate Citigroup Inc. have been overhauling the $7.5 billion pension fund ever since the defined benefit plans of Citibank and Travelers Group merged in January 1999. Portfolio changes under consideration; Includes allocation...

  • A Third of US Public Plans Pessimistic About Funding. Thomas, Charlie // AiCIO News;2013, p1 

    The article focuses on the result of the Milliman 2013 Public Pension Funding Study which shows that the liability funding assumptions were altered by a third of large U.S. public defined benefit (DB) plans to a more conservative rate. It mentions the decline of both fixed-income expected...

  • Pension transfers are risky for advisers and clients. YOUNG, PHIL // Money Marketing;11/19/2015, Issue 1510, p7 

    The author warns about the risk of defined benefit pension transfers for financial advisers and their clients as transfer work may impact a client's entire financial portfolio and is also subject to compliance pre-approval and sign-off by a pension transfer specialist.

  • Systematic approach aids investment manager selections. Lomnicki, Barbara; Politano, Tony // Employee Benefit News Canada;Mar/Apr2007, Vol. 4 Issue 2, p8 

    The article discusses a systematic approach in selecting investment managers for defined contribution (DC) and defined benefit (DB) pension plans. For DB plans, selection will be affected by pension size, minimum subscription requirements imposed by managers and the choice of pooled versus...

  • Last chance to minimise pension income. Abbott, Grant // Money Management;3/10/2005, Vol. 19 Issue 8, p22 

    Comments on the issues on disappearance and importance of defined benefit pensions plans for many high-net-wealth clients in Australia. Definition of defined pension as Superannuation Industry Supervision Regulation; Three types of defined pensions; Lifetime pensions; Market link pension with...

  • WHERE'S THE EXIT? Kelly, Susan // Treasury & Risk Management;Mar2003, Vol. 13 Issue 3, p16 

    Reports on the difficulties facing pension fund managers as investing in stocks loses its attraction. Underfunding of defined-benefit pension plans; Increase of exposure in fixed-income securities at the expense of stocks; Trade-off between risk and reward.

  • Passive resistance. Bamford, Nick // Money Marketing;5/4/2006, p46 

    The article presents the opinions of an expert in the field of pension plans in response to an advice sought by a client. The client wants to know what he should do with his paid-up group personal pension, and a small defined-benefit pension plan that he has. The simplest thing that he should be...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics