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Employee benefits and retirement plan solutions Protect my employees Total Retirement Solutions Defined benefit (DB) pension plans

Defined benefit (DB) pension plans

Defined benefit pension plan solutions

Our defined benefit (DB) expertise can help you confidently manage pension costs and liabilities to help protect your plan's funded status.

FEATURED

How an outcome-oriented liability driven investing (LDI) framework can help reduce pension risk.

Managing pension risk and defined benefit plan funding

Strong funding ratios present an opportunity to re-examine your options to effectively manage plan assets and liabilities to help reduce volatility on the organization’s balance sheet.

We can help evaluate your risk mitigation options—from adjusting your liability driven investing (LDI) strategy to transferring pension risk and more.
3 step guide to terminating your defined benefit plan preview

Strategies for defined benefit plan termination

Looking to develop or refine your pension plan termination strategy? We can help position your plan for what’s next.

Expertise and leadership for your complete pension plan needs

As the number one defined benefit plan provider, a global asset manager, and a market leader in pension risk transfer 
solutions, we have the experience to help you confidently manage your pension plan. ,

Principal® can provide customizable solutions that work together including:

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Asset management
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Actuarial

  • Pension risk management and transfer strategies
  • Asset and liability modeling (ALM)
  • Actuarial valuation reporting and services
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Administration
Defined benefit specialist sharing pension plan data

Discuss your defined benefit plan with our pension plan specialists.

Connect with a specialist

Footnotes

Based on number of plans, PLANSPONSOR Defined Benefit Administration Survey, July 2024. Top 4 provider, based on 2023 PRT sales based on assets, LIMRA, U.S. Group Annuity Risk Transfer Survey, Q4 2023.

OCIO solutions and LDI solutions are provided by Investment Solutions, an advisory team within 911½ñÈÕºÚÁÏAsset ManagementSM. 911½ñÈÕºÚÁÏAsset Management leads global asset management at Principal®.

Investment Solutions has fiduciary responsibility for investment decisions it makes for your defined benefit plan when providing you the Investment Advisory Services described in the 911½ñÈÕºÚÁÏGlobal Investors® Investment Advisory Agreement and Part II of the Form ADV. OCIO solutions and LDI solutions are provided by Investment Solutions, is an advisory team within 911½ñÈÕºÚÁÏAsset ManagementSM. 911½ñÈÕºÚÁÏAsset Management is a trade name of 911½ñÈÕºÚÁÏGlobal Investors, LLC. 911½ñÈÕºÚÁÏAsset Management leads global asset management at Principal®.

911½ñÈÕºÚÁÏGlobal Investors, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). 911½ñÈÕºÚÁÏGlobal Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. 911½ñÈÕºÚÁÏAsset ManagementSM is a trade name of 911½ñÈÕºÚÁÏGlobal Investors, LLC.

Insurance products and plan administrative services provided through 911½ñÈÕºÚÁÏLife Insurance Company®.