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Russell Strategic Review

Insight to help manage your pension plan challenges

New rules, new challenges
Recent pension regulation and accounting changes have made effective risk management critical for pension plan sponsors. Russell Strategic Review is designed to help you integrate pension plan management with your organization's overall risk management process.

How it works
Using a holistic approach, analytical tools and in-depth asset/liability processes, we can help you:

 
  • Determine the current state of your pension plan in relation to your business

  • Establish integrated investment and funding policies to manage the financial impact of the pension plan on your organization

  • Tie your investment decisions to specific concerns and goals

The nuts and bolts...

  1. Data collection: Russell gathers data about the current state of your plan and organization, relative to your future plan goals and objectives.

  2. Analysis: We then evaluate whether current contribution policies and investment strategies will realistically allow you to reach your stated objective. We:

  3. Implementation: This analysis can help you refine your funding policy, investment strategy and asset allocation.

  4. Ongoing monitoring: Going forward, we'll help you monitor results so you stay on track to meet your objectives. Russell Pension Funding Report Card™ and interest rate management reporting provide metrics to analyze trends and make necessary corrections.




Contact David or Gerry today to see how our world-class strategic advice and investment solutions can help your organization:


   

West Coast

David Rothenberg
David Rothenberg
Managing Director
866-926-5934

East Coast

Gerry Lillis
Gerry Lillis
Director
866-459-4128






USI-3456


Email David Email Gerry

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Research: Modeling illiquidity in a multi-period stochastic projection
Liability-responsive asset allocation
 

Related information
Our process can help DB plan sponsors get a "big picture" view of their pension plans and provide guidance on choosing investment strategies designed to meet your plan's objectives.

Learn more>>





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