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Taking the Next Step in Pension Risk Management

Sponsored By CFO Research Services

Employee Benefits & Human Capital > 401(k) , Defined Benefit

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In its most recent collaboration with Mercer, CFO Research surveyed and interviewed finance executives at U.S. companies with defined benefit (DB) plans on the progress they've made in managing DB plan risk and on their outlooks for the next steps they may take. This report discusses the commitment plan sponsors are making to managing risk in their DB plans, including their interest in lump-sum offerings and annuity transfers.