|
|
|
|
 |
|
Russell strategic review
Integrated pension plan management with corporate
risk-management processes
The Pension Protection Act and Financial Accounting Standards Board changes have added new complexities to pension plan management. Plan sponsors need to evaluate the state of their plan and, importantly, its financial impact on the organization as a whole.
Russell Strategic Review offers defined benefit plan sponsors a highly customizable and flexible solution that can deliver meaningful advice to help you make better sense of your financial situation and determine the most strategic way forward.
Our strategic review process is comprised of three core components:
| |
- Needs analysis and data collection: An exercise that goes beyond the pension plan to look at the full organization and its goals and objectives.
- Analysis: An evaluation of current contribution policies, investment strategy and asset allocations as well as an integrated risk analysis of benefit, funding, investment and accounting policies and their impact across various measures of corporate and plan-specific risks.
- Strategic review and implementation: Helps plan sponsors refine funding policy and investment policy and complements the existing suite of pension management innovations at Russell — Russell Road Map, for framing the investment strategy discussion; Russell Model Portfolio, to provide guidance on ways to implement the chosen strategy; and Russell Pension Navigator™, to assess and consider the impact of potential changes to fund investment and funding policies.
|
Contact Bill or Gerry today to see how our world-class strategic advice and investment solutions can help your organization:
USIMSLRC2844
|
|
|
| |
Contact us |
|
|
| |
Related information |
|
|
|
(PDF) |
|
| |
|
|
