Literature Results Page

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

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

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.

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

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.

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

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

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

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.

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.