Institutional Solutions

Pension solutions

Discover how Fidelity’s unique approach to pension solutions focuses on the full spectrum of needs, with a broad range of individual turnkey, customized, and fully bundled options.

Build the ideal pension solution, with components including:

Investment management

Tap into our array of capabilities, ranging from commingled pools to fully customizable solutions.

Actuarial & benefits consulting

Receive comprehensive support for a suite of pension plan needs, from actuarial valuations to holistic plan design and compliance consulting.

Plan administration

Enjoy the benefits of fully managed administration, with regular communication around planning, updates, and reports.

INSIGHTS
Market-based cash balance plans: Re-evaluating an often-overlooked retirement plan design after SECURE 2.0

NEWSLETTER
Get our Pension Insights newsletter

Download our latest newsletter, which features an overview of the U.S. corporate pension plan environment, as well as insights focused on real-world considerations to support plan sponsors managing their pension risk.

INSIGHTS
Defined Benefit Pension Plans Should Consider Options Beyond Pension Risk Transfer

Rising interest rates mean overfunded plans could do better by their participants.

Want to know more?

Let’s talk about pension solutions.