Preserving the Defined Benefit Plan – The Case for Implemented Risk Management

The traditional asset mix of 60% equities and 40% universe bonds is the root cause of most pension plans’ current deficits. Pension plans must adapt to deal with the new realities of a low interest rate environment and volatile stock markets or they will continue to endure the negative financial impacts of the risks inherent in this investment approach.

Tony Williams, President of PBI Actuarial Consultants, and John Stodola, Principal and Portfolio Manager for Integra Capital Limited, both hold a dual role with Implemented Risk Management Canada Inc., a joint venture formed to bring together the investment expertise of each of their firms. Riley St. Jacques is a Senior Consulting Actuary with PBI Actuarial Consultants in Vancouver. Together, Tony, Riley, and John will further investigate the causes of pension plan deficits, explore the impact of those deficits on both plan members and plan sponsors, and discuss various investment strategies to alleviate the problem.

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