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Corporate Plan Sponsor Flash Poll Survey Infographic

May 23, 2016 / by NEPC

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Infographic Summary:

Corporate Plan Sponsor Flash Poll Survey Infographic NEPC Corporate Defined Benefit Team

 FLASH POLL RESULTS:

Do you plan to change pension policies due to increased PBGC premiums on the recent budget act?

  • Yes- 66%
  • No- 34%

Game Plan:

  • 17% -Partial Risk Transfer
  • 34% -No Change
  • 32% -Higher Contributions
  • 32%  -Lump Sums

Respondents who are considering change:

  • 45%  -1 change
  • 36%  -2 changes
  • 9%  - 3+ changes

"PBCG premiums are climbing too high to ignore. The majority of plan sponsors are developing strategies to cushion the blow, by either seeking to opportunistically settle a portion of current liabilites or by making additional contributions."

-Brad Smith, Partner, CFA, CEBS 

ABOUT THE SURVEY:

The NEPC Corporate Defined Benefit team surveyed clients and non-clients the week of Feb. 15, 2016. There were 41 respondents in the plan asset range of $25 million to $7.1 billion.

ABOUT NEPC, LLC:

NEPC, LLC is an independent, full service investment consulting firm, providing asset allocation, manager search, performance evaluation, and investment policy services. It works with institutional investment programs and high net worth clients on both an advisory and discretionary basis.  NEPC serves approximately 346 retainer clients with $910 billion in assets under advisement. NEPC has offices in Atlanta, Boston, Charlotte, Chicago, Detroit, Las Vegas and San Francisco. Learn more at http://www.nepc.com/clients/corporate.

 The comments provided herein are a general market overview and do not constitute investment advice, are not predictive of any future market performance and are not provided as a sales or advertising communication, and do not represent an offer to sell or a solicitation of an offer to buy any particular strategy of NEPC, LLC. Nor are the views expressed herein representative of all NEPC clients. While NEPC has exercised reasonable professional care in preparing this report, we cannot guarantee the accuracy of all source information contained within or the completeness of such information. Please note that all investments carry some level of risk. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Past performance does not guarantee future results. Please contact NEPC for current information about our views of the economy and the markets.

Topics: Corporate, Infographic

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