On-Demand Webinar

Pressing Defined Benefit Plan Issues for 2024

On-Demand Webinar: Pressing Defined Benefit Plan Issues for 2024
Launch Session
Date
Thursday, February 1, 2024

Your defined benefit (DB) plan provides employees with a valuable benefit, but managing the plan can get complicated quickly.

No single strategy works for every organization. At OneDigital, we understand that challenge and work closely with clients every day to ensure their DB strategy is optimized for the current and future conditions and risk is managed to help you meet our clients’ business goals. We have invited our colleagues at Principal to share insights with us regarding their perspective as the number one service provider of defined benefit plans* and a leader in pension risk transfer**.

Rising interest rates have completely changed the DB plan landscape, as well as the solutions that may make most sense. Although it may be tempting to “take a break” from worrying about your DB plan, the current environment may present new opportunities for you and your retirement plan.

Tune in on-demand as our team recaps the current situation and explores potential solutions unique to 2024.

*PLANSPONSOR Defined Benefit Administration Survey, May 2023. Ranking is based on total number of DB plans.

**Based on total PRT assets, LIMRA Secure Retirement Institute, as of Dec. 31, 2021.

Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

These materials are provided for informational and educational purposes only and do not constitute a recommendation to buy, sell, or hold any security, nor do they constitute legal, accounting, investment, or tax advice. These statements do not constitute an offer or solicitation in any jurisdiction. All included information and data are limited only to the inputs and other financial assumptions indicated.

The risk management process involves an effort to manage risk, but not low risk.

Speakers

  • People

    Senior Vice President, Retirement Plan Consulting

    Sean Patton
    Bio

  • People

    Senior Vice President, Retirement Plan Consulting

    Spencer Goldstein
    Bio