NEPC’s 2017 Defined Benefit Trends Survey Infographic

October 24, 2017 / by NEPC

We have just announced the results of NEPC's 2017 Defined Benefit Plan Trends Survey, a gauge of plan sponsors’ strategic vision for their pension funds.

Survey of Plan Sponsors Shows:

  • Majority of Plan Sponsors Find Ways to Hedge Against Premium Increases
  • Popularity of Lump-Sum Payouts and Other Liability Reduction Strategies Wanes
  • More than Half of Plan Sponsors are Bullish on the Stock Market for the Next 12 Months

To download the DB Trends Survey infographic, click here. 


A quarter of the 2017 Defined Benefit Plan Trends Survey respondents represent healthcare organizations. Please see below for a healthcare survey subset, highlighting the industry’s use of DB strategies and their market outlook.

View the Healthcare Highlights infographic here.

About the Survey

The 2017 NEPC survey was conducted online by the Corporate Defined Benefit Practice Group in August 2017. The survey captures 143 plan sponsors’ views, including a number of NEPC clients representing approximately $169 billion in defined benefit assets. The median plan assets among respondents was $750 million and the average plan assets was $1.2 billion. Copyright is held by NEPC.

View the survey announcement here.

Topics: Corporate, Infographic, Survey, Corporate Defined Benefit

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