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.
Mike Sasso, with Portfolio Evaluations, and a professor at Boston University, explained a new way of thinking to get plan sponsors to focus on retirement income for participants.
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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