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Don't Take Your Plan For Granted - Fiduciary Misconceptions

Whitepaper explaining five misconceptions of a retirement plan sponsor's duty. Includes a plan sponsor self-assessment and checklist.

  • Oct-01-2018
  • Whitepaper
  • public
  • PUB ID: RETX016255

Fiduciary Prudence and Investments: Historical Track Record - Whitepaper by Geoff Strunk

Whitepaper intended to examine the aspects of the ERISA fiduciary duty of prudence in the context of investments.

  • Oct-01-2018
  • Whitepaper
  • public
  • PUB ID: RETX469911

Effective LDI: Don't Sweat the Small Stuff

In pension management as in life, simple is usually better. There are all kinds of complex fixed-income strategies a plan can engage in to reduce risk, but our research indicates that these provide little or no advance over simple derisking moves.

  • Jul-30-2018
  • Whitepaper
  • public

The Real Message of LDI

Above All, LDI Means That Risks Are Different For a DB Plan

  • Jul-26-2018
  • Whitepaper
  • public

Defensive Equity and the Underfunded Pension's Dilemma

Pension plans facing shortfalls for future liabilities can help narrow the gap through the use of defensive equity - low volatility stocks with a strong dividend component.

  • Oct-24-2018
  • Whitepaper
  • advisor

Western Asset 2019 Global Outlook

A high level summary of Western Asset's views for 2019

  • Jan-04-2019
  • Whitepaper
  • public

Employee Plan IRS Examinations - Whitepaper by Maria Hurd

White Paper written by Maria Hurd (Belfint, Lyons & Shuman) on employee plan IRS examinations.

  • Jul-24-2018
  • Whitepaper
  • public
  • PUB ID: RETX367673

Quarterly Update: Global Emerging Markets

Martin Currie's insight and perspective on the global emerging markets for the quarter.

  • Mar-05-2018
  • Whitepaper
  • institutional

Retirement Plan Governance - Understanding the Role of a Benefit Plan Committee

White paper that explains the important role a plan committee plays in minimizing potential exposure to fiduciary violations that could lead to DOL enforcement and/or private litigation.

  • Oct-08-2018
  • Whitepaper
  • public
  • PUB ID: RETX400761

Diversifying Value - Thinking Outside the Box

Smart beta can be utilized within the traditional style box framework to help investors achieve their desired portfolio outcomes; consider, for example, the use of a defensive equity income strategy in conjunction with a traditional value stock allocation.

  • Mar-05-2019
  • Whitepaper
  • advisor

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