Financial-Market Upheaval Overtakes Best Intentions of Pension Legislation
Pension plan balance sheets improved in 2022 despite market fluctuations. Now corporate plan sponsors have to consider their funding strategy...
Tag: LDI
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Experts Consider LDI for 401(k)s
How a strategy from the pension plan space speaks to retirement income
Asset Managers Should Help DB Plans Take Holistic View of Risk
In a report, Cerulli Associates makes suggestions for actions defined benefit (DB) plan asset managers can take to help plan sponsor clients manage market volatility.
PGIM Fixed Income Experts Promote LDI Strategies for Pension Protection
Liability-driven investing is growing more important as pension plans broadly move into a phase where they are not growing but instead need to be focused on meeting their...
Despite Net Outflows From 401(k)s, Cerulli Sees Opportunities
Cerulli also sees opportunities for advisers in the 403(b), defined benefit (DB), and financial wellness markets.
Pension Plan Glide Paths Need to Evolve
As funding status improves, it is important for most employers to take pension investment risk off the table and move...
Conduct PRTs with Long-Term View in Mind
MassMutual has issued a white paper outlining all considerations for defined benefit plan sponsors considering a pension risk transfer.
Weyerhaeuser Reveals Plans to Reduce Pension Liabilities
The company will offer a lump-sum distribution window to certain participants and transfer certain retiree assets to a group annuity.
10 Years Beyond Crisis, Pension Fund Allocations Have Shifted
The financial crisis resulted in severe declines in the funded status of most U.S. corporate pension funds resulting in almost universal pension deficits; companies’ various responses to the...
WTW Warns of Potential Credit Portfolio Impacts Based on Tax Reform
Adjustments made to the corporate tax rate, repatriation of offshore cash and interest rate deductibility all are likely to have immediate effects on the credit markets—and by extension,...
Tax Reform Prompts DB Plans to Accelerate Contributions
This enables corporations to expense their contributions at a higher tax rate, according to Cerulli.
LDI Solutions Support Surge in Custom Institutional Portfolios
A new Cerulli Associates analysis shows institutional custom solutions assets stood at $1.7 trillion at year-end 2016, and assets are projected to grow 10.4% to 1.9 trillion by...
LDI Moves to the Fore for DB Plans
Cerulli posits that LDI, when implemented effectively, can be “the ultimate custom solution.”