Defined Benefit Plans:
Opportunities in Corporate, Union (Taft-Hartley), and State & Local Government Plans

Recently Released!!!
Date Published: January 7, 2015
Summary Power Point Deck: 51 Slides
Reference Power Point Deck: 1,010 Slides

The purpose of this research is to provide readers with an initial understanding of the defined benefit plans market, including corporate, union (Taft-Hartley), and state & local government plans. While growth has stagnated, defined benefit plans are a substantial market.

This research outlines the history of the defined benefit plans market, including the following phases: 

  • Defined Benefit Plans Introductions Phase
  • Defined Benefit Plans Growth Phase
  • Defined Contribution Plans Growth Phase

The research defines two distinct markets:

  • Corporate & Union Plans
    • Corporate Plans
    • Union (Taft-Hartley) Plans
  • State & Local Government Plans
    • State Government Plans
    • Local Government Plans

And the research makes several predictions for the defined benefit plans market, including:

  • Moderate Industry Growth
  • Dynamic Opportunities in the Retirement Market
  • Emergence of Additional Institutional Markets
  • Shift in Investment Holdings
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