Defined contribution plans

Wellington Management has a long heritage of managing retirement assets. We provide defined contribution (DC) plans with advanced investment thinking and holistic solutions to help improve participant outcomes.

EXPLORE INSIGHTS

Mapping the impact of climate change
In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.
January 2021
Mapping the impact of climate change
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Tim Antonelli
 CFA, FRM, SCR
Why should investors study climate science?
Our director of sustainable investment discusses our partnership with Woodwell Climate Research Center and the tools we are developing to help investment teams and clients understand the economic impacts of climate change.
October 2020
Why should investors study climate science?
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A new diversification regime for Australian investors
Multi-Asset Strategist Nick Samouilhan discusses the growing importance of currency behaviour and global equity cross-correlations for Australian investors seeking greater diversification.
April 2020
A new diversification regime for Australian investors
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Nick Samouilhan
 PhD, CFA, FRM

Why partner with Wellington

Why partner with Wellington

Independent and historically stable
  • Private partnership focused solely on clients’ goals
  • Track record of low portfolio-manager turnover
  • Fiduciary mindset that aligns with plan sponsors’ role
Investment focused and collaborative
  • Singular focus on investment management
  • Open investment platform helps us avoid internal silos as we create solutions tailored to our clients’ needs
Experience and scale
  • We have managed assets for some of the largest DC plans in the world for over 20 years
  • One of the world’s largest subadvisers

OUR DC PHILOSOPHY

Research shows that historically there has been a meaningful shortfall in the returns of defined contribution plans versus those of defined benefit plans. Best practices in institutional investing can potentially help close this gap. Central to our investment philosophy is the belief that diversification, downside risk mitigation, and active management at compelling fees can be key drivers of retirement success.

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DIVERSIFICATION

Whether using premixed investment options or constructing portfolios from a core menu, participants may be better served by having access to a broader set of asset classes.
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downside mitigation

We think it is important to consider strategies that help diversify a portfolio by economic environment, asset class, and return source, including strategies with the potential to perform independently of the markets.
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active management

DC plans have scale to obtain active management at compelling fees. Even modest incremental returns may have a meaningful impact on retirement outcomes. Wellington has a long history of successful active management and we believe DC plans should ensure they offer quality active choices to their participants.
CLIENT SOLUTIONS
VEHICLES

CLIENT SOLUTIONS

We offer a comprehensive selection of core investment approaches:
• Target-date strategies for your qualified default investment alternative (QDIA)
• A broad range of high-quality core menu options
• Niche strategies that can be sleeves of a multi-manager, custom approach
• Multi-asset solutions for inflation hedging, pre-retirement/retirement

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COLLECTIVE INVESTMENT TRUSTS
Wellington Trust Company, NA, an affiliate of Wellington Management Company LLP, offers a variety of investment approaches through daily valued collective investment trusts that are available solely to certain qualified employee retirement plans.

SEPARATE ACCOUNTS
Wellington Management Company LLP offers management of separate accounts for DC plans interested in bespoke strategies with customized guidelines.

MUTUAL FUNDS
Many of our strategies are available in mutual funds offered by our subadvisory clients.

MEET SOME OF OUR DC PROFESSIONALS

Robert Ball

Robert P. Ball, CFA

Associate Director of the Client Group

Rob leads the firm’s US Defined Contribution business and manages one of the firm’s largest subadvisory relationships. He joined Wellington in 2004.

Jed Petty

John E. (Jed) Petty, CFA

Director of DC Strategies and Relationship Manager

Jed serves as a partner to our defined contribution clients, assisting them with long-term investment strategy and policy issues. He joined Wellington in 2005 and has held positions based in the US and Singapore.

Chris Goolgasian
Chris Goolgasian

Christopher J. Goolgasian, CFA, CPA, CAIA

Director of Climate Research and Portfolio Manager, Boston

As director of Climate Research on the Sustainable Investment Team, Chris spearheads a collaborative initiative between Wellington Management and Woodwell Climate Research Center (WCRC) to integrate climate science and asset management. This alliance, launched in 2018, focuses on creating investor tools to help analyze and better understand how and where climate change may impact global capital markets.   

Brendan MacKenzie

Brendan M. MacKenzie, CFA

Business Development Manager

Brendan focuses on establishing and developing relationships with defined contribution consulting firms as well as corporate retirement plan sponsors. He joined Wellington in 2017.

Nick Petrucelli
Nick Petrucelli

Nicholas J. Petrucelli, CFA

Portfolio Manager

Nick contributes to the research and portfolio management of Wellington’s real return multi-asset strategies, including inflation hedging and real total return solutions, and co-manages the firm’s target-date portfolios. He joined Wellington in 2010.