Defined Contribution Plans

Pension Derisking Comes of Age

Published by: Capital Group, Fidelity Management & Research Co, Western Asset Management Co.

In this round table discussion, Gary Veerman, head of LDI solutions at Capital Group, François Pellerin, an LDI strategist in the fixed-income division at Fidelity Management & Research Co., and James So, a product specialist at Western Asset Management Co., discuss how plan sponsors are approaching pension derisking, what mistakes they often make and what the future holds.

Benefits and Beyond: How Employers Think About Financial Wellness

Published by: Prudential

As a long-standing provider of employee benefits; Prudential sponsored a survey to gain perspective on how employers think about their benefits programs overall, and gauge the role that financial wellness programs play.

IQ Magazine: Life After Easy Money

Published by: State Street Global Advisors

Our Investment Quarterly Magazine discusses the forces that will influence corporate performance — and, ultimately, asset prices — as the age of easy money draws to a close.

Retirement spending for the next generation

Published by: BlackRock

Will today’s workers actually get the short end of the stick when it comes to generating retirement income? Learn more about new tools and information that can help create more consistent spending for future retirees.

The Power of The Wellness Effect: Seeing the Real Value of Employee Financial Health

Published by: Prudential Retirement

When financial wellness works, we all benefit. It's what Prudential calls "The Wellness Effect." This paper presents Prudential's unique perspectives on financial wellness, along with best practices for implementing financial wellness solutions.

Making STRIDEs in Evaluating the Performance of Retirement Solutions

Published by: S&P Dow Jones Indices

The S&P Shift to Retirement Income and Decumulation (STRIDE) Index Series incorporates an innovative risk management framework focused on providing increasing levels of clarity and stability around sustainable annual consumption in retirement. This paper tests S&P STRIDE’s approach to consumption risk management and asset allocation over the period 2003 to 2016.

Decumulation in Defined Contribution: The second act

Published by: BlackRock

Is your DC plan ready for the shift from saving to retirement spending? As today’s employees retire, they will increasingly want (and need) assistance to translate their retirement assets into income. Explore how DC plans can help provide a solution.

Invested in Disruption

Published by: State Street Global Advisors

Disruptive forces across markets, industries and global demographics are driving new thinking and opportunities for investors. Our Investment Quarterly magazine analyses the trends and how investors can capitalize on them.

Getting smart (beta) about target date funds

Published by: BlackRock

Can factor investing help target date funds achieve their objectives? Explore how carefully selected smart beta exposures can be implemented within the glidepath to seek additional return for younger participants and reduced volatility near retirement.

High Conviction Active Management Asserts Strength Over Time

Published by: ClearBridge Investments

Arguments against the ability of active strategies to outperform market benchmarks fail to differentiate the many active management approaches available to investors. A recent ClearBridge analysis identifies turnover rate and number of holdings as determinants of performance among active strategies.

The Participant Magazine Winter/Spring 2017: The Longevity Issue

Published by: State Street Global Advisors

The Participant Magazine, State Street Global Advisors Defined Contribution flagship publication, takes a deeper look at longevity in this special issue. It explores how increasing human life spans are creating new opportunities and challenges for retirement savers.

The Path to Transparency In Alternatives Investing

Published by: Northern Trust

A Northern Trust sponsored survey of 200+ asset managers and investors reveals evolving priorities around transparency and risk, as well as a need for industry consensus with regard to governance. Gain insights into alternatives and download the paper today!

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