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Defined Benefit Risk Phase 2: Expert Interviews
By David G. Pitts
Over the course of 2020 and 2021, the research team interviewed the following subjects:
• Chief Financial Officer
• Chief Risk Officer
• Multiemployer Plan FSA
• Public Plan FSA
• Investment Consultant / FSA
• Outsourced Chief Investment Officer / FSA
• Canadian FSA / CERA
Each interview lasted approximately one hour.
All interviewees are senior practitioners in the defined benefit space.
The interview notes include a faithful representation of the ideas discussed, with some changes in minor
details to ensure the anonymity of the respondent.
Executive interviews were sought to explore each of these areas in more detail. We also asked interviewees to describe the role of the pension plan within the sponsoring organization – whether the plan was ongoing or closed, the importance of the plan relative to operating results, etc.
We secured interviews with professionals representing a broad array of expertise, including in-house actuaries, CFO’s and CRO’s, and actuarial and investment consultants. The views expressed by each interviewee are specific to their companies, plans, and experiences.
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