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Myth Busting: It May Be Possible To Reach DB Plan Objectives Regardless of Interest Rates

EXECUTIVE SUMMARY

Plan sponsors of defined benefit plans have a tough job. With respect to asset allocation strategy, they have to accomplish two primary objectives that often seem mutually exclusive:

  1. Maximizing plan investment return, and
  2. Controlling or limiting volatility of plan funded status.

That's why creating an asset allocation strategy can seem like a tightrope act—particularly when it comes to fixed income allocation. After all, fixed income allocation is tied closely to interest rates (not just where they are now but also where they are headed in the future).

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