{"id":1110,"date":"2020-10-27T16:45:00","date_gmt":"2020-10-27T20:45:00","guid":{"rendered":"https:\/\/www.nepc.com\/private-wealth\/newsroom\/nepc-survey-23-of-corporate-and-healthcare-pension-plans-cite-u-s-election-as-threat-to-investment-programs\/"},"modified":"2021-11-02T19:09:19","modified_gmt":"2021-11-02T23:09:19","slug":"nepc-survey-23-of-corporate-and-healthcare-pension-plans-cite-u-s-election-as-threat-to-investment-programs","status":"publish","type":"newsroom","link":"https:\/\/www.nepc.com\/private-wealth\/newsroom\/nepc-survey-23-of-corporate-and-healthcare-pension-plans-cite-u-s-election-as-threat-to-investment-programs\/","title":{"rendered":"NEPC Survey: 23% of Corporate and Healthcare Pension Plans Cite U.S. Election as Threat to Investment Programs"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text uncode_shortcode_id=&#8221;165360&#8243;]Boston &#8212; NEPC, LLC, one of the largest independent, research-driven investment consulting firms, today announced the <a href=\"\/insights\/nepcs-2020-defined-benefit-flash-poll-managing-a-db-plan-during-a-pandemic\" rel=\"noopener\">results of a survey<\/a> conducted to assess corporate and healthcare pension plan sponsors, views on strategy, risks and investments.<\/p>\n<p><!--more-->Top findings include:<\/p>\n<ul>\n<li>Declining equity markets through June 30 and discount rates have impacted funded ratios of all plans, including well-funded plans: Only 38% of respondents had a projected benefit obligation funded ratio (PBO) greater than 90%. This is a decrease from the 58% of respondents with the same PBO <a href=\"\/insights\/2019-defined-benefit-plan-trends-survey-results-and-infographic\" rel=\"noopener\">in 2019<\/a> and represents the lowest percentage of plans with a PBO ratio greater than 90% since 2012.<\/li>\n<li>Large plan sponsors are issuing debt to finance operations: Fifty-four percent of large plans (over $1B in assets) indicated they issued debt in 2020. The majority of these respondents (61%) cited doing so to help finance company operations. While only 24% of total respondents with assets below $1B have issued debt this year, almost half of all healthcare plans with assets below $1B have done so.<\/li>\n<li>Sponsors listed COVID-19 and the U.S. election as top threats to their investment program, cited by 41% and 23% of respondents, respectively: Healthcare plans were more likely to list COVID-19 as their top concern, with 45% of respondents indicating so, compared to 38% of corporate plan sponsors.<\/li>\n<\/ul>\n<p>&#8220;Pension plan sponsors are facing headwinds, but our survey shows they&#8217;re not getting distracted from their long-term investment strategy&#8221;, said Brad Smith, Partner at NEPC and member of the firm&#8217;s <a href=\"\/focus-areas\/corporate\" rel=\"noopener\">Corporate Defined Benefit Practice Group<\/a>. &#8220;Plan sponsors have remained disciplined during a very volatile year and continue to manage new risks even amid COVID-19 and election uncertainty.&#8221;\u009d<\/p>\n<p>Survey respondents represent more than $101 billion in assets with 64% of survey respondents overseeing more than $500 million in assets.<\/p>\n<h3><strong>About NEPC, LLC<\/strong><\/h3>\n<p>NEPC is an independent investment consultant and private wealth advisor with more than 30 years experience. Combining a proprietary research team dedicated to the long-term challenges facing institutional and high-net investors, with our unique client-centric model, NEPC builds forward-looking investment portfolios.<\/p>\n<p>We service over 391 retainer clients representing assets over $1.1 trillion from our offices in Boston, Atlanta, Charlotte, Chicago, Detroit, Las Vegas, Portland, and San Francisco.<\/p>\n<p>To learn more about NEPC, visit <a href=\"https:\/\/www.nepc.com\">www.nepc.com<\/a>.[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text uncode_shortcode_id=&#8221;165360&#8243;]Boston &#8212; NEPC, LLC, one of the largest independent, research-driven investment consulting firms, today announced the results of a [&hellip;]<\/p>\n","protected":false},"author":95,"featured_media":1351,"template":"","meta":{"content-type":"","footnotes":""},"newsroom_categories":[87],"newsroom_tags":[82,88],"class_list":["post-1110","newsroom","type-newsroom","status-publish","has-post-thumbnail","hentry","newsroom_categories-press-releases","newsroom_tags-press","newsroom_tags-press-release"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - 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