Defined Benefit

With many defined benefit plans underfunded, plan advisors are looking for solutions to balance risk and reward over the plan lifecycle. Whether your plan is open and an active part of your talent strategy, or frozen and you’re looking to de-risk, explore key topics on pension liabilities and glide path investing to optimize your strategies.

2025 Investment Themes for Corporate Defined Benefit Plans

As we do each year, we begin 2025 by identifying key themes that will drive our conversations. Read our 2025 outlook for Corporate Defined Benefit Plans to learn more.

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Corporate DB Plan Management in 2024: What path are you on?
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Mid-Year Update | Investment Themes for Corporate Defined Benefit Plans

At the beginning of the year, we published our annual investment themes for Corporate Defined Benefit Plans. Read our mid-year update to learn how the environment has evolved.

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Three Ways Liability-Hedging Portfolios Should Change as They Grow

With that increase in funded ratios, plans have tended to de-risk, increasing the proportion of liability-hedging assets in their portfolios.

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Retirement Crisis: Partnering for Change

Workers in the U.S. are largely unprepared for retirement. Read our recommended actions for policymakers, employers, and employees to defuse the potential for a coming retirement crisis.

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Last-Mile Delivery

The last mile of a pension plan termination is often the most complicated and impactful. Learn more about the key investment aspects to consider in the 24 months before termination.

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Investment Themes for Corporate Defined Benefit Plans

As we do each year, we begin 2024 by identifying key investment themes that will drive our conversations. Read our 2024 outlook for corporate defined benefit plans to learn more.

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Everything Everywhere All at Once: 5 Insights on Climate Change within Investments

There are many vocal market participants taking strong and unwavering stances on how investors should approach climate change risks and opportunities, yet they express widely different views.

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Information Bulletin - Quebec proposes modernization of locking-in rules for retirement savings

On December 27, 2023, the Quebec government published draft Regulation to provide more flexibility in the use of locked-in retirement savings.

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SECURE 2.0 Frequently Asked Questions

The retirement provisions within SECURE 2.0 impact most plan types. Read on for answers to FAQs that can help plan sponsors better understand the implications, document, and implement decisions.

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How Public Pensions Should Assess Illiquidity from Alternative Assets: 3 Questions With Eric Friedman and John Sullivan

Read on for research-backed guidance on how different plan characteristics impact public pension funds’ ability to invest in illiquid assets.

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SECURE 2.0 Action Plan

The sweeping retirement provisions within SECURE 2.0 impact most plan types - it's therefore critical that plan sponsors review and develop a plan to understand, document and implement decisions.

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Information Bulletin - Quebec Municipal and University DB Plans

On April 5, 2023, the Quebec government published draft regulation applying to DB plans in the municipal and university sectors.

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Aon Pension Risk Tracker

Read our Pension Risk Tracker report for a look at funded status activity by sector within the S&P 500 and the corresponding risk tolerance, benchmarks and defined benefit pension plan trends.

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SECURE 2.0: Major Provisions Impacting Defined Benefit Plans

Learn more about SECURE 2.0’s provisions and for key insights from Aon on how the provisions may impact plan sponsors as they consider updating plans and benefit strategies.

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Utility Benchmarking Report | Financial Management of Retirement Programs in the Utility Industry

Our research finds that the utility industry continues to sponsor retirement programs with significant, material, and growing obligations. Read the full report to learn more about the key findings.

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4 Strategies for Corporate Defined Benefit Plans to Consider

Aon’s Dave Keil, Corporate Defined Benefit Solution Leader, shares four strategies to help manage liability-hedging portfolios during today’s interest rate environment. Watch now to learn more.

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Information Bulletin | Bill C-228 – Enhancing Protection for Pension Plan Members?

Bill C-228, an Act to amend the Bankruptcy and Insolvency Act, the Companies’ Creditors Arrangement Act and the Pension Benefits Standards Act, 1985 was passed by the House of Commons of Canada.

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Utility Industry Benchmarking Report

The utility industry continues to provide valuable retirement benefits to its employees and remains committed to the defined benefit (DB) pension system for providing those benefits. Learn more.

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Global Pension Risk Survey 2022 | U.S. Findings

The results of our Global Pension Risk Survey show the impacts of two major new laws from 2021 that are driving the pension landscape, ARPA and the Infrastructure Bill. Read on to learn more.

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Corporate DB | Quarterly Market Insights

Our Quarterly Market Insights videos cover a market outlook in addition to key themes across Corporate DB. Watch the full video now to learn more.

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