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.
Tag: LDI
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 to liability-driven strategies.
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 challenge offer some food for thought.
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, on institutional investors’ fixed-income portfolios.
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 2021.
LDI Moves to the Fore for DB Plans
Cerulli posits that LDI, when implemented effectively, can be “the ultimate custom solution.”