Managing pension risk and defined benefit plan funding
Strong funding ratios present an opportunity to re-examine your options to effectively manage plan assets and liabilities to help reduce volatility on the organization’s balance sheet.
We can help evaluate your risk mitigation options—from adjusting your liability driven investing (LDI) strategy to transferring pension risk and more.
Strategies for defined benefit plan termination
Looking to develop or refine your pension plan termination strategy? We can help position your plan for what’s next.
Expertise and leadership for your complete pension plan needs
As the number one defined benefit plan provider, a global asset manager, and a market leader in pension risk transfer
solutions, we have the experience to help you confidently manage your pension plan.
Principal® can provide customizable solutions that work together including:
Asset management
- Liability driven investing (LDI) solutions
- Outsourced chief investment officer (OCIO) solutions
- Asset-in-kind strategies
Actuarial
- Pension risk management and transfer strategies
- Asset and liability modeling (ALM)
- Actuarial valuation reporting and services
Administration
- Trust and custody solutions
- Pension risk transfer services
- Qualified and nonqualified plan administration
