Asset Allocation

Pension Review "First Take"

8 March 2024 | 2 minute read
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In its 22nd year, the Pension Review “First Take,” Taking Action, analyzes the 50 companies in the S&P 500 with the largest US Defined Benefit (DB) plans based on asset values. The publication is designed to provide initial impressions on the factors that impacted corporate DB plan sponsors in 2023 and highlights potential trends for the year ahead.
 
Corporate pension plans, in aggregate, remained in excellent shape in 2023, as interest rates stayed elevated and asset returns were mostly positive. We are seeing plan sponsors capitalizing on their plans’ strong position with an array of different actions, spanning changes to asset allocation, risk transfer, plan design, and outsourcing considerations. The current environment may present an opportune time for corporate plan sponsors to evaluate the goals and objectives with respect to their plans, whatever they may be, and decide whether action may be warranted.

Pension Review "First Take"
pension review "first take"
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