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Provided by FIAM LLC, a registered investment adviser.
INSTITUTIONAL SOLUTIONS
Market-based cash balance
Find out more about MBCB plans—which have elements of both defined benefit and defined contribution plans—and how Fidelity's MBCB solutions are designed to meet your unique goals.
Fidelity's multi-asset class pools specifically designed
for market-based cash balance plans:
Structure
Fund-of-fund structure that includes both commingled pools and ETFs.
Approach
Seeks to add value through active allocation, active management, and manager selection.
Design
Diversified asset classes with the investment flexibility to help navigate market volatility.
INSIGHTS
Market-based cash balance plans
Learn about our market-based cash balance (MBCB) pools
Fidelity’s specifically designed offerings seek to add value through active allocation and active management.
FIAM MBCB 30/70
Fund-of-fund structure with a target asset allocation of approximately 30% of its assets in equity securities and 70% of its assets in fixed income securities.
Download the fact sheet
FIAM MBCB 40/60
Fund-of-fund structure with a target asset allocation of approximately 40% of its assets in equity securities and 60% of its assets in fixed income securities.
Download the fact sheet
Fully integrated qualified plan solutions
In addition to investment-only offerings, Fidelity can provide all the components to meet a plan sponsor’s specific goals.
Investment management
Strategies designed exclusively to help meet the investment objectives of MBCB plans.
Recordkeeping*
A platform that leverages Fidelity’s 25+ years of defined contribution and defined benefit plan experience.
Actuarial*
Plan design support, nondiscrimination testing and sensitivity analysis, annual actuarial valuations, plan document support, and plan compliance services.
*Recordkeeping services and actuarial services are provided by affiliated Fidelity companies.
Want to know more?
Let’s talk about pension investments solutions.
Discover more institutional solutions
See how we can help you meet your unique goals and objectives with a range of capabilities.
Investment Grade Fixed Income
Explore our fixed income strategies across disciplines, designed to meet evolving and complex client needs.
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High-Yield Fixed Income
Discover more about our strategies that invest in higher-yielding debt to meet income and capital appreciation goals.
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Liability-Driven Investing
Spectrum of fixed income hedging investments that range from traditional long duration offering to custom liability sensitive solutions.
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Total Pension Solutions
A completely bundled offering—investment management, actuarial & benefits consulting, and plan administration.
Learn more
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