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

Whitepaper intended to help examine the benefits and limitations of delegating ERISA fiduciary responsibility, as well as the different types of ERISA investment professionals a plan sponsor might retain to provide this fiduciary level of service.

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

Portfolio construction has become increasingly important to advisors, thanks to the need to address current risks through diversification and the greater use of allocation models to guide investors.

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.