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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.

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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.

Our DC options

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.

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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

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Robert P. Ball

, CFA

Director, Client Platform
Rob oversees numerous aspects of the client platform at Wellington, and manages one of the firm’s largest subadvisory relationships. He joined Wellington in 2004.
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Brendan M. MacKenzie

, CFA

Consultant Relations Manager
Brendan focuses on establishing and developing relationships with both institutional and DC-focused consulting firms across the United States. He joined Wellington in 2017.
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Kristin O’Donnell

, CFA

Director of Defined Contribution, Relationship Manager
Kristin oversees the Defined Contribution effort at Wellington; acting as a key partner to some of the firm’s largest institutional relationships. She is an active member of industry events and thought leadership – also serving as a Vice Chair on the board of DCIIA’s Global Committee. She has been with Wellington since 2011.
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Ryan Mullaney

Account Manager
In addition to being a member of the Defined Contribution strategy team, Ryan also manages relationships with a number of the growing DC-focused consulting firms and aggregators across the country. Ryan joined Wellington in 2018.

Contact us

To learn more about our defined contributions plans investment options, please complete the following request.

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