Cerulli also sees opportunities for advisers in the 403(b), defined benefit (DB), and financial wellness markets.
MassMutual has issued a white paper outlining all considerations for defined benefit plan sponsors considering a pension risk transfer.
The company will offer a lump-sum distribution window to certain participants and transfer certain retiree assets to a group annuity.
Northern Trust Asset Management offers four considerations for setting DB plan investment strategy.
This enables corporations to expense their contributions at a higher tax rate, according to Cerulli.
Cerulli posits that LDI, when implemented effectively, can be “the ultimate custom solution.”
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