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INSTITUTIONAL SOLUTIONS
Total pension solutions
Find out how Fidelity's holistic approach to building and managing pension investment solutions can help you streamline your process and manage your pension plan with confidence.
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.
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Plan administration
Enjoy the benefits of fully managed administration, with regular communication around planning, updates, and reports.
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Fidelity's pension-specific investment management solutions
Specialized offerings for every step of the defined benefit journey—active, de-risking, or funded.
Custom Investment Solutions
Our extensive hands-on, outcome-oriented investment management team leverages a differentiated process built to respond to market uncertainty.
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Fidelity Pension Journey Pools
These comprehensive strategies aim to give plan sponsors a structured, cost-effective path toward fully funded status by seeking capital growth while hedging interest rate risk.
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Market Based Cash Balance
Specifically designed offerings seek to add value through an integrated, qualified solution that involves active allocation and active management.
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Liability-Driven Investing
Find out more about Fidelity’s broad capabilities and tailored approach to addressing liability and de-risking.
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What is an OCIO
An Outsourced Chief Investment Officer—or an OCIO, for short—is the term used to describe a third-party consultant or firm who provides investment management services to an organization that does not have its own internal investing capabilities.
Integrated actuarial and investment management
Immediate access to data enables real-time reactions to liability changes, faster execution, and reduced costs.
Simplified coordination
The Fidelity team that acts as an extension of your team—integrating HR, Finance, and investment committee for more efficiency.
Streamlined decision making
Insight into your liability structure and goals facilitates the development of an investing strategy in context with liability performance.
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Improved transparency and control
Receive a complete view of your plan—continuous monitoring of funded status, cost-efficient portfolio and liquidity management, and full-fee transparency.
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*Actuarial services are provided by affiliated Fidelity companies.
INSIGHTS
Defined benefit pension plans should consider options beyond pension risk transfer
Rising interest rates mean overfunded plans could do better by their participants.
Integrated actuarial and investment management
Immediate access to data enables real-time reactions to liability changes, faster execution, and reduced costs.
Reduced administrative burden
From implementation to ongoing services, a dedicated project manager will provide updates, service review, and annual business planning.
Complete sponsor services
View plan information, run reports, monitor data, and initiate special requests—all online. Access disbursement and trustee capabilities.
Robust participant experience
Generate pay history and tax documents, create and compare scenarios, initiate payments and see detailed plan information - in-person, phone or online.
*Recordkeeping services are provided by affiliated Fidelity companies.
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.
Meet our team
Fidelity’s team of pension professionals is dedicated to helping plan sponsors successfully navigate their pension strategy journey.
Discover more institutional solutions
See how we can help you meet your unique goals and objectives with a range of capabilities.
Liquidity Management
Find out how you can meet your liquidity needs with help from our full suite of money market funds and solutions.
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Outsourced CIO
Turn-key investment solution that includes comprehensive asset and liability management as well as operational implementation.
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Market-Based Cash Balance (MBCB)
Often referred to as a “hybrid” defined benefit plan, MBCB acts like both a defined benefit and defined contribution plan.
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