Institutional Model

Commentary

Pension insights newsletter

Explore the U.S. corporate pension plan landscape, as well as practical insights focused on real-world considerations to support plan sponsors managing their pension risk.

By: Fidelity Investments

Updated: 3/31/2025

Key Takeaways

Latest on overall movement in funded statuses for corporate pension plans and the resulting strategic shifts in investing.
Insight into the changes in the actuarial and regulatory landscape and the responses being taken across the industry.
Review of how the market moved over the last quarter—interest rates and returns—with discussion of economic signals and geopolitical conditions.
Highlights of the emerging trends in the day-to-day approach to administrating, investing, designing and implementing defined benefit plans.

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Q1 2025 Pension Insights

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Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable.

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