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About the PIMCO DC Practice
PIMCO DC Dialogue is prepared and distributed by the PIMCO DC Practice. Based in Newport Beach, this practice is dedicated to promoting effective DC plan design and innovative retirement solutions. Our team is pleased to support our clients and broader community by sharing ideas and developments in DC plans in the hopes of fostering a more secure financial future for employees of corporations, not-for-profits, governments, and other organizations.

PIMCO DC Practice Overview and Capabilities

PIMCO DC Industry Thought Leadership

  • PIMCO DC Dialogue™ – monthly published interviews with DC thought leaders, including plan sponsors, consultants, academics and others
  • DC Research Papers – periodic in-depth research on topics having a major impact on the retirement industry
  • DC Consultant Survey – annual investment consultant survey addressing trends and service capabilities
  • Conferences and Roundtables – regular contributor and participant to DC industry events
  • Retirement income probability analysis using PIMCO YODA™ 2.0 (Your Optimal DC Allocation) to help DC plan sponsors determine:
    • How much money will participants likely have at retirement age?
    • What percent of their income may be replaced in retirement?
    • How much risk may participants face along the way?
  • Efficient frontier modeling to help DC plan sponsors consider their current core fund offerings and to determine the impact of adding various asset classes such as:
    • Real assets – inflation-linked bonds, commodities, real estate
    • Global, high-yield, emerging markets or other asset classes

Investment Strategies

PIMCO Investment Strategies for DC Plans

  • Fixed Income
    • U.S. Core
    • High Yield
    • Emerging Markets
  • Asset Allocation
    • All Asset
    • RealRetirement Strategies
    • Global Multi-Asset Strategies
  • Real Assets
    • TIPS
    • Commodities
    • Real Estate
    • Diversified Real Asset (DRA)

  • Principal Preservation
    • Money Market
    • Stable Value
  • Equities
    • Large Cap U.S.
    • Small Cap U.S.
    • International


 

FOR FINANCIAL PROFESSIONAL USE ONLY

Contacts

Stacy Schaus, CFP®
DC Practice Leader

Bret Estep
Stable Value Services

Steve Ferber
CIT and Account Manager

Doug Schwab
Plan Sponsor Services

Joseph Simonian, Ph.D.
DC Analytics Leader

Christina Stauffer, CFA
Platform Provider Services

888.845.5012


840 Newport Center Drive
Newport Beach, CA 92660



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