BNY Mellon Pension Services have developed a Target Surplus Strategy that helps defined benefit plans lock in target funding levels within a specific time frame using a dynamic asset allocation approach.
more [+]BNY Mellon Pension Services have developed a Target Surplus Strategy that helps defined benefit plans lock in target funding levels within a specific time frame using a dynamic asset allocation approach. Incorporating the best practices of Target Date Funds, BNY Mellon's Target Surplus Strategy designs customized glide paths for DB plan sponsors to achieve and maintain desired funding levels according to their specific circumstances. As more plan sponsors seek to reduce balance sheet and income statement volatility caused by pension plan underfunding, the Target Surplus Strategy moves beyond liability-driven investing strategies to provide a more dynamic asset allocation tool for achieving and maintaining targeted funding levels.
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