Pension plan balance sheets improved in 2022 despite market fluctuations. Now corporate plan sponsors have to consider their funding strategy...
Tag: liability-driven investing
With more insurers in the business, pricing has grown competitive
How a strategy from the pension plan space speaks to retirement income
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.
LGIMA and TIAA executives predict individual investors will adopt some principles of “liability-driven investing” commonly practiced by pensions.
Cerulli also sees opportunities for advisers in the 403(b), defined benefit (DB), and financial wellness markets.
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.