DB Plans in 2027: What Changed, What Matters, What’s Next

American Society of Enrolled Actuaries [ASEA]

Defined benefit plans rarely stand still. This session will look at the developments from 2026 that are likely to affect plan design, funding, administration, and decision-making in 2027. We’ll discuss lessons from recent plan experience, interest rate, and investment trends, evolving approaches to retroactive benefit increases, and regulatory and compliance issues practitioners should have on their radar. We’ll also examine where current trends may be heading—and what actuaries and DB professionals should be discussing with clients now.

Bonus: Attendees will receive an annual DB compliance calendar for 2027.

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