A history of offering Integrated Solutions

PensionSpan, BGI’s defined benefit management platform, gives plan sponsors access to institutional-quality asset management, the benefits of economies of scale, and our award-winning thought leadership. All of this is delivered through a cost-effective, integrated platform that provides strategic advice and a broad spectrum of investment solutions, with coordinated* trustee and benefit payment services. The cornerstone of this program is our commitment to act as an appointed fiduciary for all plan investments.
  Why a complete solution?
  
 

2003 Pension Crisis: Demonstrated the vulnerability in funded status of plans nationwide

The Pension Protection Act of 2006: Puts a spotlight on the retirement challenges ahead. Rather than saving DB plans, the consensus is that the PPA and FAS 158 will lead to their more rapid demise, with increased funding contributions and funding requirements. Plans will close and or freeze after they reach appropriate funding thresholds

FAS 158: Under-funded plans become liabilities on the Balance sheet. The Interest rate effect to the rate of return on investments has a major impact on the contribution rate; lower rates would require higher contributions to offset the benefit loss from a pension freeze. Plans will adopt liability driven investment strategies. Corporations with a pension liability have a new on capital structure and cost of capital.

Phase 2 of FAS changes: Mark-to-market orientation catalyzes plan volatility to add to earnings volatility, with more plans choosing to freeze, terminate, or change investment strategy.

Plan sponsors can feel confident employing a management platform that combines a history of strategic investment performance by BGI, one of the world’s most successful asset managers, with the comfort of doing business with Barclays, one of the world’s leading financial institutions.

* Certain services provided by unaffiliated parties.

There are risks involved with investing, including possible loss of principal. Risk controls and asset allocation models do not promise any level of performance or guarantee against loss of principal. Barclays Global Investor, N.A. ("BGINA"), a national banking association operating as a limited purpose trust company, manages the investment strategies and other fiduciary services referred to in this advertisement and provides fiduciary and trust services to various institutional investors. PensionSpan®, a service of Barclays Global Investors, N.A., is available to qualified employee benefit plans and institutional investors, eligibility requirements do apply. Strategies maintained by BGINA are not FDIC insured and not guaranteed by BGINA or its affiliates. BGINA is a majority-owned subsidiary of Barclays Bank PLC. Certain services, not limited to trustee and benefit payment services, provided by unaffiliated parties. This information is not an offer to sell, nor an invitation to apply for any particular product or service. © 2007 Barclays Global Investors, N.A.