Tag: liability-driven investing

Products September 19th, 2018

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.

Client Service August 28th, 2018

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.

Investing July 31st, 2018

Guiding DB Clients to Preserve DB Funded Status Improvements

Northern Trust Asset Management offers four considerations for setting DB plan investment strategy.

Practice Management April 20th, 2018

Tax Reform Prompts DB Plans to Accelerate Contributions

This enables corporations to expense their contributions at a higher tax rate, according to Cerulli.

Investing December 11th, 2017

LDI Moves to the Fore for DB Plans

Cerulli posits that LDI, when implemented effectively, can be “the ultimate custom solution.”

Deals & People December 1st, 2017

Retirement Industry People Moves

T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more.

MARKET MIRROR

Friday, the Dow rose 123.95 points (0.49%) to use at 25,413.22, the NASDAQ shed 11.16 points (0.15%) to finish at 7,247.87, and the S&P 500 ticked up by 6.07 points (0.22%) to close at 2,736.27. The Russell 2000 inched upward by 3.41 points (0.22) to 1,527.53, and the Wilshire 500 rose by 47.32 points (0.17%) to 28,206.18. The price of the 10-year Treasury bond was up 12/32, decreasing its yield to 3.070%. The price of the 30-year Treasury bond was up 22/32, decreasing its yield to 3.325%. WEEK’S WORTH: For the week ending November 16, 2018, the Dow lost 2.21%, the S&P 500 was down 1.61% and the NASDAQ declined by 2.15%. The Russell 2000 lost 1.42% of its value, and the Wilshire 5000 was down 1.61%.

Industry White Papers

Financial Stress Impacts Employee Engagement and Productivity Financial stress affects employee job satisfaction and productivity.
Target-Date Risk Dashboard Learn about a forward-looking, custom solution to target-date fund evaluation and selection.
The Happiness Formula Leveraging our Global Retirement Reality Report data, we are examining what makes for retirement happiness.
Retirement Income: A New Model for Seeking Stable Income We aim to optimize interrelated decisions collectively for stable and consistent retirement income.