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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

Hiring an Investment Manager - Whitepaper by Geoff Strunk

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.

  • Jun-21-2018
  • Whitepaper
  • public
  • PUB ID: RETX430008

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

5 Principles for Smarter Portfolio Construction

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.

  • Jun-28-2018
  • Whitepaper
  • public
  • PUB ID: QSIN457218

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

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